Retirement Planning that Evolves With You

Let’s have an open conversation to see if we’re the right fit for each other. Share a few details about your financial life, and we’ll quickly assess how we can help address your concerns. If we’re confident we can provide the solutions you need, we’ll move forward together to introduce you to our team.  This process is all about your peace of mind. We want to ensure that we can truly address your unique concerns before taking the next step. Let’s find out together if we’re the right partner to help you secure the retirement you deserve.

Your financial future is too important to leave to chance. That’s why we invite you to a quick, Zoom meeting where you can meet us and take the first step toward securing your retirement. We’ll guide you through our process, tailored to your needs, to show how we can help bring clarity and confidence to your financial life. This conversation is your opportunity to ask questions, gain insights, and discover what we do to make your retirement journey less stressful. Together, we'll explore how our approach fits your goals, giving you the confidence to take control of your financial story.

Once you see the value of our personalized support, you’ll decide if you’re ready to move forward. If you are, we’ll schedule a deeper discussion to learn more about your unique situation and start a working partnership to move your assets to Willett Wealth Planning and take the necessary actions to secure your financial house.  Our job is helping you navigate the path ahead so you can enjoy a fulfilling retirement with the peace of mind you deserve. 

Time becomes even more precious as you approach this exciting next chapter of your life. At this stage, it's important to feel confident and clear about what’s ahead. That’s where we come in. In our first meeting, we’ll take the time to listen to you—understanding your goals, your vision for retirement, and what truly matters most to you. This is your time to share what’s most important, so we can provide the best guidance tailored to your needs.

Once we have a clear understanding of where you stand today, we’ll gather the key details of your current financial situation to ensure we create a plan that supports your dreams and brings you peace of mind.   It’s crucial that you feel comfortable and fully understand every detail as we begin moving forward—this is your financial journey, after all. As your guide, we’re here to answer your questions, gather any additional details, and ensure you’re ready for a smooth transition when the time comes to set up your accounts. Together, we’ll take the steps needed to secure the fulfilling retirement you’ve worked so hard to achieve.

Your retirement journey deserves a clear plan to ensure you stay on the path to success. We’ll begin by reviewing the key data we’ve gathered, confirming the timelines, and focusing on what truly matters—your cash flow. This critical chart summarizes all our hard work and determines whether you’re on track to meet your goals. As we walk through the inputs, behind the scenes, we’ll be crunching the numbers to fine-tune your plan, ensuring every detail aligns with the retirement you’ve envisioned.

Over the next few weeks, we’ll dive deeper into topics like income, investments, taxes, insurance, and estate planning, identifying practical steps to keep you moving forward. Whether it means adjusting your spending, optimizing Social Security, or refining your investments, our goal is to uncover opportunities for improvement. This is not a static document that gathers dust; it’s an actionable strategy built to adapt as your needs evolve. Once our analysis is complete, we’ll schedule a follow-up meeting to walk you through our findings, ensuring you’re fully equipped to navigate your retirement journey with confidence.

Our Agreement
‍We guide you through each step of the process.We foster open communication.Our focus is on helping you gain control of your financial life and find a sense of empowerment.

‍Review and Recommendations
‍Together, we’ll review our personalized recommendations and focus on your cash flow to determine if you’re on track. This key chart shows whether adjustments are needed, like saving more, earning higher returns, or spending less—to ensure your plan’s success. We’ll also explore various "what if" scenarios, including:
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Retiring earlier or later
Adjusting asset growth rates and investment returns
Managing the impact of inflation on your assets
Considering Roth conversions
Planning for early death or disability

Our smart retirement strategy process allows us to model these scenarios and gives you the flexibility to make informed decisions, so you can feel confident in your choices.Once we’re in agreement on the strategy, we’ll begin moving your assets to Willett Wealth Planning and take the necessary actions to secure your financial house. Let’s take control together—your journey to a confident and fulfilling retirement starts now.

After your plan is implemented, we’ll be with you every step of the way. We’ll teach you how to log in and access all of your account information, giving you a clear vision of your progress and easy access to important documents. We’ll continue to evaluate your needs over the years, ensuring that everything you’ve worked so hard for is always on track.

As your needs evolve, so will your plan. We’ll regularly review your estate plan, investments, and financial goals, making adjustments along the way with your approval. This is a dynamic process, and we’ll be here to ensure your plan stays aligned with your goals, always moving you forward.