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Trailhead Planners

Three Steps to Embark

Schedule a Free Intro Call

Three Steps to Embark is our one-time financial planning service option that results in a comprehensive retirement & tax plan.

Interested in a one-time financial plan? We offer our Three Steps to Embark financial planning process for a $5,000 flat fee. Once your plan is complete, you will have the option to hire us to support you on an ongoing basis through our Guided Wealth Management service. 

Build Your Path to Retirement

Taking place over the course of three meetings over three months, your Three Steps to Embark Financial Plan will lay out a clear path to a financially savvy retirement. At the end of the process, you will have your very own retirement survival guide, covering the following areas:

  • Goal Setting
  • Retirement Income Planning
  • Savings & Withdrawal Planning
  • Tax Mitigation Strategies
  • Coordinated Investment Advice
  • Socially Responsible Investment Options
  • Charitable Planning
  • Social Security Timing
  • Insurance Optimization
  • Estate Planning

 Interested in learning more about our Three Steps to Embark Financial Plan? Setup a free introductory phone call:

Schedule a Free Intro Call

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