When we met initially, Brent and Wanda were worried. They could easily identify their primary goal: retire, and when they wanted to reach it: before the age of sixty, but they had no idea what steps to take to accomplish it. Preparing financially to have enough income during retirement felt like an insurmountable task to them.
To fulfill their goal within the timelines they preferred, we began by creating a retirement game plan with three major steps:
- Identify their “number.”
- Implement a savings plan to attain their number.
- Design an investment portfolio.
Having agreed upon the strategic steps to take, it was time to dig into the details for each step. Read on!