Our Focus on Retirement Blueprint Plan Philosophy

We strive for “Elegant Simplicity” by taking important, emotionally draining, complicated retirement topics and breaking them down into simple, actionable steps. While teaching you how to transition into retirement.

You will understand

  • How To Spend Your Money In Retirement
  • How To Minimize Your Taxes In Retirement
  • When To Start Receiving Your Social Security Benefits
  • How To Leave Your Legacy

Step 1. Let’s Chat Meeting

Think of it like a first date; we both need to see if we like each other and if it’s a good fit for our services. Hopefully, without the awkward conversation.

The typical meeting length is 30 minutes.

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Step 2. “Rough Cut” Meeting

You uploaded all of your data into our secure client portal.

During this meeting, we will verify all of your data. Review the following “Rough Cut” documents.

  • Detailed Balance Sheet
  • Budget/Expense/Income Worksheet
  • Financial Statements, etc.

The typical meeting length is 60 minutes.

Step 3. Focus on Retirement Blueprint Plan Presentation

We present our proprietary Focus on Retirement Blueprint Plan, One Page financial plan, and punch list. Think of it as an executive summary of actionable steps and what projects you need to tackle.

We will review the following topics-projects you need to understand to live the retirement you want.

  • Statement of Financial Purpose
  • Retirement Planning
  • Life Hub
  • Investment Planning
  • Retirement Income
  • Tax Distribution Planning
  • Social Security Timing Strategy
  • Estate Planning
  • Insurance Consulting

The typical meeting length is 60-90 minutes.

We do our best work with individuals 55 and older transitioning into retirement.

The one-time cost for the Focus on Retirement Blueprint Plan is $3,750.

Step 4. Hire Focus Planning Group to Manage Investments and Implement Plan

You have now completed your Focus on Retirement Blueprint Plan. You will need to decide how to implement your project recommendations and manage your investments.

You have two options

Do it yourself (DIY).

Or

Hire Focus Planning to take care of and manage your financial retirement life.

Our full-service offering includes ongoing management of all of the following.

  • Statement of Financial Purpose
  • Retirement Planning
  • Life Hub
  • Investment Management
  • Retirement Income
  • Tax Distribution Planning
  • Social Security Timing Strategy
  • Estate Planning
  • Insurance Consulting

Schedule Your Free Let’s Chat Meeting

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Frequently Asked Questions

Yes, of course. Our firm is structured to work with clients virtually all across the country.

No, half is due upon signing up for the plan, and the other half is due at plan completion, usually about one to two months from when we start.

While we have a minimum of $350,000 of investable assets for our full-service financial planning and investment management services. We do not have any minimums for hourly consulting projects or our Focus On Retirement Blueprint Plan. 🙂

Yes! We routinely work with clients getting ready to transition into retirement as young as 50.

Absolutely not. We understand that times are changing, and some folks want only an advice relationship. Or, let’s say you’re retiring at age 55; in this circumstance, it may make sense for you to leave your 401(k) plan with your company to take advantage of the Rule of 55 to avoid paying a 10% penalty on withdrawals.

Schedule Your Free Let’s Chat Meeting

Click Here to Schedule