Includes Everything from 5FB Foundation plus:

1. Get Positioned Financially to Retire

   • Retirement Income Planning:

     • Pension(s) Income

     • Social Security Income

     • Annuity Income

     • Portfolio Income Projections from Qualified Plans (401k, 403b, IRA’s, Roth IRA’s, etc.)

     • Life Insurance Supplemental Income

     • Rental/Investment Property Income

     • Business Income

     • Other

   • Become Debt Free – goal to reduce overall living expenses in retirement

   • Estimate & Review Housing Expense in Retirement

     • Stay within the 5FB Housing Ratio on your adjusted retirement income

   • Estimate Living Expenses in Retirement

     • Adjusting budget for reduced income

     • Discuss lifestyle and activities in retirement and related expenses

       • Travel budget and goals

   • Get 5FB Transportation Ratio in line prior to Retirement

   • Do an Insurance Audit – Evaluate Costs and Needs:

     • Evaluate Health (employer coverage, Medicare), Life (“first to die” impact on income & expenses), and Long Term Care needs.

2. Evaluate Investments, develop savings strategies, assess tax factors, assign purpose to your money.

Pricing*

$750 Initial Planning Services + $125 Admin Fee (Planning fees payable in one up-front payment or 3 consecutive equal monthly payments. Admin Fee due at contract execution)

$75/month for Ongoing Coaching Subscription (beginning the 4th month)

(*Additional complexity fee for small business owners and real estate owners, see below for details)