What to expect:
You'll receive a calendar confirmation email shortly with the meeting details, along with instructions for our meeting.
Agenda:
- Your goals, timeline, and concerns
- Key numbers review (income, savings, accounts, benefits)
- Planning priorities and potential options
- Next steps and fit check
This is a straightforward working session—not a sales pitch.
Who should attend:
It’s ideal to include your spouse or partner.
Optional Prep (not required):
- Jot down your top 2–3 questions.
- Ballpark figures for 401(k)/IRA/taxable accounts
- Target retirement date
Questions before we talk? Call 650-458-0312
We look forward to speaking with you.