A Simple, Practical Plan for your Act 2
A financial planning engagement that helps you understand your lifestyle costs, income strategy, and next steps — without ongoing fees.
Help you determine the cost of your ideal lifestyle.
What you plan to spend in retirement is one of the most critical inputs for a useful financial analysis. It also happens to be one of the most difficult to pinpoint, and very rarely does a household spend the same amount each and every year of retirement.
Act 2 Planning uses a thoughtful approach to help you accurately specify and monitor your future expense needs.
Pressure-test your goals so you know what’s realistic — and what needs adjusting.
Act 2 Planning uses an industry-leading financial planning tool to assess the likelihood of your financial success. Oftentimes, the analysis will confirm you have financial freedom and you are ready for life's next phase.
In cases where it may show you coming up a little short, we can model strategies to get you there.
Show you how to implement a simple and low cost income and investment plan.
The vast majority of financial advisors charge an annual fee, which typically ranges from .5% to 2% of your assets.
Act 2 Planning can help you generate the income you need in retirement while continuing to grow your assets for a one-time charge of $500, with no ongoing annual advisory fee.
Make sure your family, assets, and wishes are protected — without overpaying for complexity.
Ensuring your incapacity is managed, your assets are protected, and your wealth transfers according to your wishes are important components to your overall financial plan.
Act 2 Planning can guide you to develop an appropriate and cost effective Estate Plan.