INTEGRATED RETIREMENT PLANNING

Wealth Analytics’ primary focus is working with individuals approaching retirement. Typically, our clients have built successful careers and are interested in making a predictable, safe transition into retirement.

In addition to designing investment portfolios that are suited to retirement Wealth Analytics works with clients to co-ordinate the entire range of financial issues that come to the fore as they approach retirement.

Many of our clients think about retirement as a life stage that will allow them to spend more time doing what they love best. They also want to pursue new adventures and explore their potential.

We believe that the best retirement planning is a conversation with our clients about what makes their lives more satisfying.

It would be nice to have a plan in place that fits

 our own life vision and desires

—a vision that marries making money with doing what we love and inspires in us more hope than dread.

--Mitch Anthony

THE PLANNING PROCESS

Because we are committed to helping clients develop a financial plan that reflects their goals, priorities and values, we explore the client's financial situation in depth. Our financial planning process typically involves four meetings. Integrated retirement planning includes the development of an investment strategy specifically tailored to the client's financial goals in retirement. The fee for an integrated retirement plan is typically begins at $3,000.

First Meeting: This meeting is an informal conversation about the prospective client’s interest in financial planning. During this meeting we will answer their questions, explain how we work with clients, and tell them what we would charge for the financial planning services they are interested in. (About 1 hour.) This meeting is complimentary.

Second Meeting: This meeting is devoted to gathering information about the client’s financial life. During this meeting we will review their financial documents and lead them through a structured fact finding process. We will also discuss their financial goals, values, and priorities. (About 2 hours.)

Third Meeting: This meeting is devoted to presenting the client’s financial plan. We will review the plan and answer any questions they may have. Once we have arrived at a common understanding of the recommendations in their plan, they will take the plan home so that they can continue to evaluate our recommendations. (About 2 hours.)

Fourth Meeting: This meeting is devoted to implementation. In this meeting, we will discuss how to implement those recommendations that the client agrees with. We will also revise any information in the plan that is not accurate, and answer questions they may have. Typically, we will set up an appointment to confer with them in one year. We believe that financial planning is a process –financial circumstances change and plans need to be updated on an on-going basis.

Ongoing Advice: During the course of the year following the presentation of the plan clients can ask for advice on any topic discussed in the planning process.

HOURLY PLANNING

In some cases Wealth Analytics provides focused financial planning on an hourly basis. The fee for hourly planning is $250 per hour with a minimum fee of $500