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Get Started with Plan Wealth Creative

New Client Onboarding

15-MINUTE CALL

The first step take just 15 minutes – we'll simply decide if Josh should develop a Retirement Readiness Report for you.

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This is not a sales call.

3 BIG ANSWERS

The report aims to answer 3 big questions:

 

  1. How soon can I retire?

  2. When will I run out of money?

  3. Am I optimizing my income for taxes?

NO COST, NO OBLIGATION

We're happy to provide some guidance, even before you hire us.

Your Retirement Readiness Report
Your free analysis will include:
Your Report

01 Asset Map

A ONE PAGE financial picture to take inventory of your assets.

A beautiful snapshot that you'll never get from a bank!
Asset Map Example.PNG

02 Retirement Funding Report

An easy-to-digest analysis of your retirement funding. 
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  1. Do you need to save more
    until retirement?
  2. Can you afford to save less?
  3. What would you do if you could retire early?
Asset Map Retirement funding.PNG

03 Tax Analysis & Observations

A breakdown of your taxes and a few strategy recommendations for the coming tax year
SAMPLE TAX REPORT.png
3 Step Process
3 Steps to Get Started

01

Schedule your 15-minute phone call to discuss your current needs and gather relevant data for your report

15-MIN PHONE CALL

02

We spend some time analyzing your case and prepare the report of our findings

ANALYZE

03

We schedule a one-hour review call to explain succinctly a few recommendations we have to enhance your retirement readiness, tax situation, or investment portfolio

EXPERT REVIEW

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