EmVision Capital AdvisorsOur financial life planning process will help you prepare for the time when you may want to retire. We will first help you to discover what you want your life to look like in your 60s, 70s, 80s, and beyond. Many of our clients enjoy working, while others want to pursue other ambitions and dreams. Whether it’s travel, volunteer work, consulting, part-time employment, or just relaxing, our discovery and planning process will help you to prepare for your future, and determine how to be ready for the time when you want to be financially independent.
Before making your final decision about retirement, we will help you through the maze of important decisions you need to make a year or two before your retirement date. Decisions such as:
These and other important issues will be explored in depth before you make a final decision about your retirement date.
You have spent much of your life accumulating assets and are now in your “third phase” of life when you want to reap the rewards from the discipline you have demonstrated over the years. Of course, you want to be assured that you will meet all of your future income needs and legacy goals. Among the questions you need answers to are:
These and other issues will be addressed to help you enjoy this phase of your life and free yourself from worries about money.
