Get Started with Plan Wealth Creative
New Client Onboarding
The first step take just 15 minutes – we'll simply decide if Josh should develop a Retirement Readiness Report for you.
This is not a sales call.
3 BIG ANSWERS
The report aims to answer 3 big questions:
How soon can I retire?
When will I run out of money?
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
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!
02 Retirement Funding Report
An easy-to-digest analysis of your retirement funding.
Do you need to save more
Can you afford to save less?
What would you do if you could retire early?
03 Tax Analysis & Observations
A breakdown of your taxes and a few strategy recommendations for the coming tax year
3 Steps to Get Started
Schedule your 15-minute phone call to discuss your current needs and gather relevant data for your report
15-MIN PHONE CALL
We spend some time analyzing your case and prepare the report of our findings
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