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Retirement & Lifestyle Planning Assessment

Clarity for Those Approaching Retirement

As retirement gets closer, most people realize their questions shift form "Am I saving enough?" to "Can I actually retire the way I want... and stay retired?"

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The Retirement & Lifestyle Planning Assessment is a focused, no-pressure conversation designed to help you understand whether you're truly prepared for retirement. Not just financially ready, but mentally and personally ready for this next stage in life.

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This is not a sales call. It's a diagnostic conversation to determine where you stand, what gaps exist and what your next best steps should be as you approach this next phase of life.

Who This Assessment Is For

This assessment is designed for:

  • Individuals or couples planning to retire in the next 1-10 years

  • Those who want confidence around retirement, taxes, long-term sustainability and legacy planning

  • Households with multiple accounts, retirement income decisions and tax considerations that benefit from coordinated planning

  • People who want their money aligned with the lifestyle, freedom and legacy they envision in retirement.

Who It's Not For

  • Day traders or short-term investors​

  • Those primarily looking for stock tips or market timing

  • Individuals far from retirement who are not yet thinking about income or lifestyle planning

Being clear here ensures this conversation is valuable for both of us.

What We'll Cover During the Assessment

In this 30-minute conversation, we'll focus on:

  • Whether your current plan can realistically support the retirement you want

  • How to turn savings into reliable retirement income

  • Key risks retirees face - Taxes, Market volatility, Longevity, Health Care, Distribution Strategies

  • What trade-offs or adjustments may improve confidence and flexibility

  • Whether working together would make sense or what alternatives you should do instead

You'll leave with a clearer understand of where you stand and what to prioritize next.

What This Is (and Isn't)

This is:

  • A structured, outcome focused assessment

  • A second opinion on your retirement readiness

  • A conversation centered on your life

This is not:

  • A high-pressure sales call

  • A generic portfolio review

  • An obligation to become a client

If we're not a good fit, I'll tell you or you'll have the opportunity to tell me. At minimum I'll be able to point you in the right direction. 

How to Prepare

To make this conversation as valuable as possible:

  • Have a general sense of your savings, accounts and income sources

  • Think about when you'd ideally like to retire

  • Consider your biggest concern or uncertainty about retirement

No paperwork is required. Just dreams and aspirations and what could keep you up at night.

About Ben Poulos, CFP®

I work with individuals and couples approaching retirement who want clarity, confidence, intention and security around one of life's biggest transitions.

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As a fee-only fiduciary, my role is to provide objective advice that helps you design a retirement plan that supports the life you want to life. Not just for today, but for decades to come.

Request Your Retirement & Lifestyle Planning Assessment

If this sounds like the right next step, you can request your assessment below.

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Please note: availability is limited, and not every request will be accepted.

Request Your Assessment

(You'll select a time and then be asked a few short questions.)

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