Roadmap through Retirement
Developing your plan to success
CWR Private Client Group
has a 3 step process we complete with all of our new clients.
This is the foundation to building a custom Financial RoadMap that can create the retirement of your dreams.
Vision
When it comes to your retirement vision, what does life look like? In simple terms, what would your title be if you had a business card for retirement?
During this phase of our RoadMap this is a key element that will help our team align your retirement vision to the financial aspect to make this vision come to life.
This meeting will consist of building your retirement vision while collecting what you are doing currently to fund this retirement vision.
Strategy
This phase of planning we will review your complete financial forecasting to illustrate your current financial condition. We will also review strategies that can elevate your Retirement RoadMap to can help reduce exposure to the major risks we see in retirement.
During this time, we research strategies to help increase your retirement assets without decreasing your current lifestyle. This session may include a Retirement Income Strategy Plan (depending on time frame to retirement). This phase will complete the planning aspect of your Financial RoadMap.
Implementation
Let’s realize your RoadMap and start this journey by taking action.
In this final step we will implement the strategies that will help your vision become reality. As with any plan you may encounter speedbumps and potholes over the coming years. Don’t worry as we will be meeting on a regular basis to review your current financial position and what we need to update or adjust to complete your vision.
