Retirement Reality Check

Do you wonder if you’re on track for a healthy retirement?

We currently offer a Retirement Reality Check assessment to show you how to improve your odds of building a secure, comfortable retirement.

Cost: $500

Mac Screen with Retirement Reality Check Assessment - Prana Wealth
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The Retirement Reality Check helps you answer three critical questions:

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ARE YOU ON TRACK
FOR RETIREMENT?

We review your current financial picture and determine if the retirement that you want is realistic.

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CAN YOU LOWER
YOUR TAXES?

We review your accounts and tax information to look for opportunities to lower your taxes now and in retirement.

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CAN YOU IMPROVE
YOUR INVESTMENTS?

We examine your portfolio to ensure that you’re not missing out on any investment opportunities.

How It Works

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Initial Phone Meeting

First, we have an introductory call to see if our expertise matches your needs. We then discuss your financial goals and go over the materials we need from you in order to complete the assessment. Finally, we’ll send you all the paperwork we’ll need to get started.

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Our Analysis

As soon as we get everything we need from you, we then apply our years of financial planning training and experience to your situation to determine where you stand in our three critical retirement areas.

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Presentation Meeting

Finally, we meet with you virtually to go over the results of your Retirement Reality Check. During our meeting, we will make recommendations – in plain English – on how you can best reach your financial needs and goals.

No Pressure

At Prana Wealth we don’t believe in high pressure, hard-sell tactics. If we’re not a good fit, we’ll do our best to connect you with another high-integrity financial advisor, shake hands and part ways as friends.

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Step 01: Book an Initial Phone Meeting

CLICK HERE TO SCHEDULE

Are We A Good Fit?

We do our best work with:

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Professionals Over Age 40

The majority of our clients are professionals and executives with established careers who are actively planning for retirement, if not planning to retire in the very near future.

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People Established In Life

Our clients typically have accumulated retirement assets of $400,000 or more (excluding real estate). While they appreciate nice things, they are more interested in creating rich experiences while saving for a secure future.

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People Who Want To Delegate The Details

While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important.

If this sounds like you, then let’s talk.

BOOK AN APPOINTMENT

Step 01: Book an Initial Phone Meeting


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