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 will 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 new strategies that will elevate your Retirement RoadMap to reduce or eliminate the major risks we see in retirement.
During this time, we will find a way to increase your retirement investing 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 our RoadMap and start this journey by taking action.
In this final step we will implement the strategies that will help our vision become reality. As with any plan we will encounter speedbumps and potholes over the coming years. Don’t worry as we will be meeting on a regular basis to review our current financial position and what we need to update or adjust to complete our vision.
