I am currently working with a client to prepare her for retirement. Her main question, which is also the one I get asked the most, is “Am I ready to retire?”. Below is a screenshot of a fictionalized client that shows how we use our financial planning platform to prepare clients for retirement. We answer the question “Am I ready to retire?” with a mathematical Probability of Success. No spitballing or guesswork here. After going through our financial planning process, my real client confidently submitted her retirement date to her employer, and we look forward to celebrating with her at the end of the month!
If you would like to know whether you are ready to retire, click here to schedule a free consultation.
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