We can assist with you with a wide variety of issues that will affect your ability to retire in the manner you envision. This includes buying vs. leasing cars, 401(k) investment allocation optimization, renting vs. buying a home, and credit card and student loan debt reduction strategies.
Some of the questions that many come up during our conversations include:
- What anchors are holding you back from achieving what you want?
- Is your focus in the most meaningful area for you?
- Are your goals realistic or are you selling yourself short?
- What are some obstacles that you may need to address?
Your answers will be unique — and so will the way we assist you with this other planning.