Your Retirement Sketchbook

Retirement planning concepts are often complicated; they aren’t digestible. Retirement planning is something in the future because we all have more pressing matters to deal with today. The kids are sick. The dog needs to go to the vet. A parent needs a new care facility. Retirement can wait. But can it? This book allows you to bring financial planning tips to the dinner table so that you may incorporate financial planning one bite at a time with your loved ones.

The goal is to break the book down into topics – the key retirement decisions so a client could read a few without feeling like they need to take on all of retirement planning at once. This is actually closer to how advisors approach planning – in digestible blocks that build to become a plan.