Planning

Face the future with anticipation, knowing that you won't outlive your money.

When planning for retirement, monitoring your pace and mapping out the road ahead is what it's all about. With proper planning, you can gain confidence in your current path, better allocate assets to help achieve your goals, and spend more time focused on your bucket list than on the markets.   


Our planning includes a detailed cash flow forecast, including all inflows, projected spending outflows and taxes, and asset growth. I run Monte Carlo simulations that show your potential odds of success, and how changes in our assumptions can effect our odds. 


Preparation and education are keys to a successful retirement.

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