Smart women ask:
"How do I know my retirement funds will be there when I need it the most?"
Bonnie Griffith, RICP®
That's why I created...
The Raise 21, a Stress Free Survival Guide for Women in Retirement.
Here's how my 3-step process works...
Step 1
One of the most critical pathways to empowering women is by providing them with financial education that is meaningful to them. My process starts by having a comfortable conversation about their concerns and what matters to them. Many times, it much more than just their financial concerns, it’s about life and family. They want to know that their retirement will provide them with a feeling of safety and security. They want to know what steps they need to take in order to provide them with these feelings. My nine (9) critical steps of preparing for retirement enables them to learn and be more confident about their financial decisions.
It’s during this conversion that they discover that the current plan they have for retirement is really not the plan that they envisioned at all. Most of them find out that they have been totally mislead.
Step 2
Two is where we drive into and review the nine (9) critical issues that can potentially destroy any retirement plan.
Some women and or couples that may have yet to complete a written retirement plan or have not yet established a mental financial outline for retirement. If this is the case, we start fresh and develop a retirement plan based on their wants, desires and needs.
Other’s will have a financial plan but are uncertain if it meets with their goals. In either case at least we have a starting place.
For those that have a plan but are uncertain if it will meet their goals. We then do a complete analysis of their existing plan. Not only reviewing the (9) critical non-financial areas but, checking 5 critical financial areas to ensure your plan will meet needs and expectations. By the end of this session, you will be fully aware of how your current plan, costs, risks, and rewards. This always proves to be a real eye opener for most people.
Step 3
It’s at this point in the process that we have identified any or all of the short comings in your existing plan.
The question becomes, what do you intend to do about them? More than 95% of us know that if we have a problem, problems don’t fix themselves. It’s up to you to make the change.
Should you decide to proceed, we will now introduce you to our:
It doesn’t matter if you are, Single, Married, Divorced or a Widow. I guarantee you that you will benefit from this review.
- How financial planning for retirement is different from investing in a 401k.
- What’s legally missing in your financial plan.
- What your advisor and the financial industry doesn’t want you to know about your plan.
- What you expected from a financial plan, is not what you’re getting.
- How to get the most out of your assets. By keeping them safe, growing and providing you with a lifetime of inflation adjusted income.
- How to start your “Stress-Free Retirement” journey today!
During the last seven (7) years of working with potential clients while reviewing and discussing this strategy. I never had a single person, or couple tell me they felt that they had wasted their time and energy by going thru this three-step process. To the contrary. They felt more enlighten and more assured of their financial future in retirement.
Get Started On Your Own Stress-Free Retirement Journey!
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Investment advisory services offered through Brooks/one Capital Management, LLC (BCM), a registered investment advisor. BCM and Stonewolfe Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.