Retirement Planning

When we build a plan, we start with your current net worth, and then along with you, make assumptions about your future income, expenses, saving, debt repayment, investment returns, pensions, inheritances, home downsize, and so on.

We literally model out every year for the rest of your life, including stress testing and scenario analysis, to try to help you understand your current financial trajectory – and how best to achieve your long-term financial goals.