Start My Retirement
Retirement Planning Made Simple
Get Your Free Retirement Action Plan
Whether you're decades from retirement or retiring next year, we'll map out the exact financial steps you need to take to secure your retirement.
This entire process is completely free – no strings attached.
The Start My Retirement Process
Our proven 3-step process gets you from uncertainty to clarity
Free Consultation (30 Minutes)
We'll get clarity on your main retirement and financial goals so we both understand exactly what you're trying to achieve. No sales pressure – just focused planning.
Custom Action Plan Creation
After fully understanding your situation, I'll create a high-level, 1-2 page Financial Action Plan that outlines the specific steps necessary to create your ideal retirement and financial life.
Plan Delivery (45 Minutes)
During our meeting, I'll show you your personalized Financial Action Plan, including retirement planning, investment strategy, and tax planning. You'll leave with complete clarity on what to do next.
Frequently Asked Questions
Do you offer hourly or one-time services?
No. I believe financial planning works best as an ongoing process, not a one-time event. After the first year, you can cancel at any time.
Will you put my money in speculative investments I can't get out of?
Absolutely not. We only invest in low-cost, well-diversified funds that you can buy/sell daily. No complex or speculative investments.
Can you work with people in other states?
Yes! We work with over 90% of our clients via Zoom. We can deliver our services remotely to people nationwide.
What makes you different from other advisors?
I'm a CFP® (only 82,000 vs 300,000 "advisors"), specialize in retirement planning, wrote 4 books on the subject, was a Financial Planning professor, and work hard to simplify complex financial concepts.
Will you pressure me to hire you?
Never. I only want to work with people who want to work with me. You'll make an informed decision about whether I can help you.
Do you work with people who don't have a lot of money?
Yes. Unlike most advisors who only help wealthy people, I believe everyone deserves good financial advice regardless of their current assets.
Who Wouldn't Benefit From My Services
To save both of us time, here's who I typically can't help:
My Happiest Clients Share These Qualities
Not Ready Yet? That's Okay!
Hiring a financial planner is an important decision. Here are some resources to help you learn more: