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Retirement Lifestyle Assessment

For Investors In or Nearing Retirement

A climbing expedition begins with a detailed plan:

  • How many miles per day will you hike?
  • How many feet of elevation will you gain?
  • Where will you camp?
  • How will you respond to inclement weather?

Retirement planning is similar...

  • Are you in or nearing retirement?
  • Do you have a plan that incorporates your values?
  • Do you know how much risk you need to take?
  • Do you know how much you can safely spend?

Fee-Only Financial Planning for Retirement

At RightPath™, we offer a collaborative, extensive Retirement Lifestyle Assessment for both retirees and pre-retirees that helps you envision and plan for the retirement of your dreams.

If you dream of a Mountain Retirement, with skiing in the winter and hiking in the summer, let us help you make your dream a reality. We are here to help you pursue your goals for whatever your retirement may look like.

Retirement Lifestyle Assessment Plan

This engagement typically takes one to three months and includes the following elements:

Gather and analyze necessary data regarding your current financial situation.
Goals and Values Clarification and Coaching.
Risk Coaching and Investments Education.
Recognize Retirement Lifestyle Goals and stress test market scenarios against funding sources.
Meet to discuss the plan and answer your questions.
Tax Planning.
Create and share a dashboard outlining your financial picture as well as short-term and long-term goals and next steps.

We’re Here to Help

If the Retirement Lifestyle Assessment is something that interests you, or if you just have general questions, we're here to help. Schedule a complementary 30 minute meeting.

In our free introductory session, we’ll discuss:

  • What worries you about your financial future
  • What it will take to pursue your dream retirement
  • How our process and services can bring value to your financial life

Steven R Smith

Steven R. Smith, JD, CFP®
Founder and principal of RightPath

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