DWM Retirement Planning
Retirement Planning That Adapts to Life’s Changes
Retirement should be about living and doing what you want to do – not worrying about your money. You should have a financial plan that answers your needs through your life expectancy and then some. Your plan needs to take social security benefits into account at the right time and be tax efficient, and it should be stress tested against inflation, market downturns, unanticipated expenses, and health events. DWM can help you with such a plan, providing you with the ability to enjoy retirement to the fullest while maintaining peace of mind.
BOOT
CAMP
“Boot Camp” is an exercise we ask all our new clients to complete in order to give us a clear picture of your financial health. (We like to compare it to Mayo Clinic’s week-long “Executive Health Program,” which is designed to assess and optimize one’s overall health.) “Boot Camp” usually involves 3-5 meetings over a 4 to 8-week period.
Completing this exercise gives us a solid groundwork from which to start planning, and it’s often quite illuminating for clients!
*There is no additional cost for Boot Camp.