YOUR CPR Complete Planning Review is like finding an advocate for your money
We don’t call our CPR session a “meeting” because to us it’s not a matter of selling you a product and sending you on your way. We help you prepare for your future. And that’s not something we can do in just a meeting. Nor something we take lightly. Retirement income planning means you won’t be concerned about outliving your money or changing your lifestyle to make ends meet.
Seven Steps to a Stress FREE Retirement Strategy:
- The Discovery Process
- Preliminary Discussion
- Review of Your Resources
- Utilization of Available Tools
- Collaboration on Your Goals
- Your Decisions
- Ongoing Support
STEP 1 – The Discovery Process
First and foremost, we want to help you make more informed decisions, so you can more fully understand the options that we offer you. We want YOU to be in control of your money. In addition to our confidential CPR sessions, we’ll provide you multiple opportunities to read reports, guides, audio, blogs, and watch videos on subjects you want to become familiar with to help facilitate your journey. All of our archives and resources are available to you, regardless of whether you ultimately work with us or not.
- Info graphs
- A wealth of video resources
- Hypothetical case study videos on our website
- Free reports
- A wealth of video resources
- Unlimited feedback on your insights and questions as you watch and read
- A collaboration to establish reasonable goals unique to you
- An analysis of your financial situation
The result? We will help you identify stumbling blocks in your retirement preparation today and potential income gaps tomorrow. Our goal is to leverage all sources including “secrets” to potentially maximize your Social Security benefits^ to get more from all your retirement income sources.
STEP 2 – Open Discussion
This take’s place in our office. During our discussion, we get into the details of your retirement dreams and help you determine the answer to these very important questions: What do you need your money to do for you? Do you want maybe income or permanent predictable income? This is where we spend as much time as we need to understand your situation, address your concerns, answer your questions and potentially uncover factors you have not considered that could impact the long-term success of your retirement finances.
STEP 3 – Review of Your Future
Once your Educated Wealth Center financial professional has reviewed your situation and knows what you hope to accomplish, we begin to suggest options. Some of this may occur in the first session, but we will never rush you into anything. We want to take all the time needed to get a full, clear picture of the circumstances and to establish a relationship with you. A shared vision, based on a genuine relationship is a crucial element for success, now and throughout your retirement years.
STEP 4 –Available Tools Customized Plan
When we mutually agree to work together our team goes to work for you to create a custom-fit solution addressing your unique concerns and problems.
STEP 5 – Collaboration on Your Goals
We know how important decisions about your retirement finances can be, and that you want to be sure before you act. When the custom-fit solution is created, your Educated Wealth Center representative will present our findings to you and explain the differences among them– including pros and cons to each. Again, we will answer your questions and give you whatever time you need to decide which, if any, of the products we’ve presented fit with what you’re looking to achieve.
STEP 6 – The Decisions
This is all for and about you. We don’t tell you what to do with your money. We guide, and you decide. We will help you weigh your options so you can make a more informed decision. If you decide to follow one of the paths we have identified, we help implement it for you. This part can take several weeks. We’ll stay in touch with you throughout the process, and you can call us any time in the interim if new questions arise.
STEP 7 –Ongoing Support
As soon as all the financial product pieces are in place, we will arrange time with you to finalize the strategy—signing contracts and funding. Then we want you to be able to relax and reap the benefits. We wish to remain your financial professionals focusing on your retirement income strategy for the rest of your life. That’s why we focus on building the relationship early on. So, if your life circumstances are altered — or some other unforeseen situation arises — we will be there and ready to help you negotiate the changes you need to make.