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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.
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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
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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
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