“Will I outlive my savings?”
Regardless of what goal(s) you are trying to achieve, we have invested nearly 30 years in developing a process for clients to clearly communicate their goal(s), prioritize, implement, monitor, and achieve & maintain their success. Transforming their anxiety to achieve a work optional life into anticipation.
Work-Optional Number – instead of answering an endless number of questions about investment account balances, budgets, cash flow analysis, rates of return. We make it quick & easy.
1. We simplify all the parts of your unique goal into one number
2. It’s easy to understand:
if your Work-Optional Number is > 90, you have arrived at your destination.
If your Work-Optional Number is < 95, we will provide you with a guided path to achieve a Work-Optional Number > 95.
Our work doesn’t stop at this point, your Work-Optional Number must be monitored and realigned to maintain your goal. We will provide you the guidance to help ensure that you will sleep well at night.
Unique Transparent Benefits: With your Work-Optional Number, you can now easily track your goal(s).
Your Work-Optional Number is easy to remember
We monitor your Work-Optional Number progress quarterly to help ensure you that you remain on track or contact you when to make an adjustment along the way to put you back on track.
Turning anxiety into anticipation allow clients to focus on more important activities: Family, Occupation, Recreation