Wealth management plan

Next, I create a detailed document outlining my recommendations for your specific situation.

I outline the investment strategy and personalized investment policy statement, which acts as a blueprint for your investments.

The plan will determine exactly what you need to do to arrive, with a high level of confidence, at a time in your life that will enable you to retire on your own terms.

Specifically, the exact dollar amount, savings rate, and targeted rate of return required in order for you to make employment “optional.”