Legacy and Lifestyle: Retirement

Service Description

This 90-minute preparation session is designed considering the complexity to retirement, helping you prepare for the next chapter of life with confidence. We’ll review your current financial picture and long-term goals, then expand the conversation to include retirement income sources, lifestyle-based expense planning, and Social Security timing strategies. You’ll gain clarity on Medicare, taxes in retirement, and how to protect your legacy through trusts, wills, and estate planning. Whether retirement is near or far, this session ensures your plan supports both your lifestyle and your legacy. Legacy Ready plan includes: - 60-min Legacy and Lifestyle session covering all topics mentioned above and from previous sessions (Wealth Building Blueprint and/or Dollars & Sense) - Guidance/walkthrough of financial tools -- Budget Tracker w/ Dynamic Cash Flow Analysis -- Net Worth Tracker -- Loan Amortization Sheet -- Investment Calculator -- Retirement Planner including Social Security Estimator - (4) 45-minute check-in sessions for updating strategy and retirement outlook