Thanks to the rise in financial planning technology, I can help more individuals than ever plan for retirement. I seek to help you bridge the gap between where you are today and where you envision yourself in the future. By serving as a resource for education and guidance, I hope to help those in my community take control of their financial future. Some of the platforms I utilize are:
Fit-To-Retire is a useful website that allows individuals to take a retirement planning questionnaire, address all aspects of planning, and develop a 100-day action plan. I believe in working with clients through the social, physical, mental, and financial aspects of retirement and Fit-To-Retire helps me meet my clients where they are and guide them to where they want to be.
MoneyGuidePro is a financial planning software that allows individuals to view saving for retirement holistically. I believe that everyone needs and deserves a quality financial plan, which is why I’ve expanded my financial outreach to anyone that is serious about planning for their future. I focus on effectively motivating each of my clients to create, implement, and maintain an investment strategy that best aligns with their lifetime financial goals.
I often hear from my clients that I have made a significant difference in their life and the lives of their families. Contact me today if you seek to make a difference in your life, as well.
NaviPlan is another technology that individuals can use to build their own retirement plan. Through their Retirement Assessment, you can establish your cash flow needs, your retirement scenario, and what you need to get there. NaviPlan is free to use, and I encourage you to build a retirement plan and contact me with any further questions you may have.