We’ll make sure you’re on track for your future financial independence and retirement while helping you achieve today’s goals, too.
As we near your retirement age, we will shift our focus from accumulation to decumulation planning. We utilize a bucket strategy to craft a tax-efficient investment plan for your later years. Roth conversions and Qualified Charitable Distributions (QCDs) will also come into focus at this phase.
- We analyze all the moving parts and streamline it all into two, simple categories: “on track” or “not on track”
- Whether you are looking for traditional retirement plan or early financial independence, we’ll be there to chart and navigate all of life’s course corrections
- We also model numerous “what-if” scenarios, including time-off for important family events, sabbaticals, mission work, slowing down to avoid burnout, possible career shifts, or any other journey you’d like to plan for.