Some women and couples will be able to achieve all that is important to them and live out their later years in style. Many will not.

Having a clear understanding of your objectives, priorities, and goals for retirement will help to clarify choices about doing the best with what you’ve got for greater control over your financial future.

You may want to buy a vacation home or ranch, go on a dream vacation, go back to school, or spend most of your time with your grandkids.

Also, it helps to understand both the estimated needs and the resources available to meet those needs, as well as whether your ideal lifestyle is feasible, or not.

Simply, a solid financial plan starts NOT with your means or assets or liabilities, but with your goals and values.

We need to know what is most important to you in your life – in retirement and over the long-term. Then, your financial plan and investment strategy can be built to help you reach your goals and express your true values.

 

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting.

Your Guide to Financial Independence

Rick Epple, CFP(r)