Retirement Matters, Inc.
About
The goals to reach a "meaningful life" are different for everyone, and everyone deserves the undivided attention of a financial professional to help them get there. By being a Fee-Only, fiduciary financial planner, my clients tell me their dreams and concerns to which I respond, "Let me worry about that for you." They continue living their life, while I strategize solutions to get them to their ideal life - before and after retirement.
EVeryone is different and values different things. Designing a customized financial plan for individuals is therefore different - every time!
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Frequently asked questions
What is your typical process for working with a new customer?
Initially, we’re going to spend a lot of time talking about you. This is where you get to tell your story, whether it be about money or otherwise. Many experiences influence how we deal with money so we’ll explore various areas of your life. You’ll get prompted with questions and I’ll listen while taking copious notes.
Then I’ll give you a list of things I’ll need to start putting a plan together. You’ll go away and gather data and submit it to your personal document vault.
I’ll then spend at least a couple of weeks analyzing your situation through various lenses and designing various scenarios for how you can achieve what you would like in the future. The important thing to remember is that this is YOUR plan, I’m just going to give you some guidelines and options on how to achieve it.
Once we’ve discussed which options and recommendations you’re comfortable with, you’ll either make changes or I’ll work with you to implement them (depending on the service you select).
If you’ve decided to retain me on an ongoing basis, we’ll talk regularly - via email, phone and in-person. We’ll make sure your plan fits your life as it changes, and that you’re still able to achieve everything you’ve set out to do.
What education and/or training do you have that relates to your work?
I have a Bachelors degree in Psychology and am a Certified Financial Planner professional.
Do you have a standard pricing system for your services? If so, please share the details here.
Every client starts off with a comprehensive financial plan priced at $5,000. At the conclusion of this plan, people can either leave and have a review at a later time, and/or have my manage their investments (1% of the account balance per year).
What types of customers have you worked with?
My cients are typically within 5 years of retirement, and I then accompany them on the transition through retirement as well.