The value of your initial meeting with Retirement Think Box will be dramatically increased if a little preparation is completed in advance of the meeting time. Because we charge by the hour, it is to your advantage to come as prepared as possible. The following list provides an outline of suggestions to have for your initial consultation.

Thank you for your help and we look forward to meeting with you soon!

Download and complete the "Prepare for you meeting" pdf file.  This document is designed for the initial 1.5 hour consultation.

Download the "Financial Goals and Priorities Assessment" pdf file.  This document is the ideal starting point for financial planning as it helps you recognize your financial priorities.

Download the "Retirement Planning Fact Sheet" pdf file.  This document is more comprehensive and detailed.  It is ideal for creating a retirement income plan.

Download the "Retirement Planning Worksheets" pdf file.  This document helps you complete the most basic worksheets like a goals sheet, net worth statement, cash flow anlaysis, spending tracker.