CHRISTIAN FINANCIAL ADVISORS'S GOALS FOR RETIREMENT PLANNING
We are here to advise you during all your retirement years. The first thing we do is to get a thorough understanding of you, your dreams, wants and needs. Next we look at all your current financial positions so we know how we help you accomplish your goals. Then we implement the plan and meet with you regularly to adjust it as necessary.
OUR RETIREMENT PLANNING PROCESS
Building A Retirement Strategy
During the working years we focus on accumulating the assets needed for income later in life. As retirement draws near it is important to adjust our thinking and strategies. The three main financial phases are:
- Retirement accumulation
- Retirement income for life
- Leaving a legacy to those we care about after we are gone
Goals
What are your goals for retirement and beyond? What is it you are trying to accomplish and for what purpose? We begin with the end in mind.
The Now
What do you have for retirement now? What are all your current financial positions that need to be used?
Analysis
Analyze your current resources for retirement and how they are positioned.
Develop
Develop a retirement plan to pursue your retirement goals.
Implement
Implement your retirement plan and put it into action.
Ongoing
Review your retirement plan annually and make adjustments accordingly to meet your goals.
