We are money and life planning experts. We do our best work with:
With investments (excluding real estate) over $400k.
Going through or emerging from later life divorce.
Exploring options for a meaningful life after 50.
The Retirement Roadmap Process
Step 1 - Complimentary Intro Meeting (20-min)
In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise.
We will also clearly explain our service model + answer ALL of your questions. No decisions are required at this meeting.
Step 2 - Discovery Meeting (60-min)
One week prior, we will collect key information and documents needed for our analysis.
During the meeting, we will verify all data collected is accurate, ask important questions, and get clear on what a meaningful retirement after 50 looks like to you.
Step 3 – Plan Delivery Meeting (60-min)
In this 60-min meeting, we will present your custom Retirement Roadmap.
The plan includes our findings + action steps for lowering your tax bill, optimizing investments, and maximizing retirement income.
FINAL STEP: Consider Working with Transcend Retirement
With your plan complete, you’ll have two options: 1) Implement on your own; or 2) Hire us to do the heavy lifting for you!