IT’S NOT A “FINANCIAL PLAN”, IT’S A ROADMAP TO RETIREMENT CERTAINTY
This is not a PDF you’ll never understand, this is an education-first process that puts you in control of your retirement.
It’s a 90-day roadmap where you’ll work directly with our Certified Financial Planners® to answer the Big 21 questions that lead to retirement certainty.
What Are Retirees Saying
Disclaimer
Peak Financial Planning has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials. Clients names have been changed for confidentiality reasons.
What You’ll Get in Our 90 Day Roadmap?
You’ll work directly, 1-1, with one of our Certified Financial Planners® to break down and answer the Big 21 retirement questions that are what stand between you and retirement certainty.
- How do I understand risk in retirement (so that I can keep my retirement safe)?
- When can I retire?
- What’s the most I could spend each month in retirement?
- When would I need to reduce my spending in retirement?
- What will my margin of safety be in retirement (portfolio & spending)?
- When can I increase my spending in retirement?
- How do I know if I am missing something that "could make me, or cost me, thousands of dollars?"
- Should I ROTH convert?
- When should I claim Social Security?
- How should I handle pre-Medicare health insurance?
- How and when should I claim my pension?
- Which accounts should I pull from and when?
- How much risk am I actually exposed to currently (in my portfolio)?
- What rate of return should I seek to minimize risk and meet my desired spending in retirement?
- How do I spend my money properly?
- Where should I live in retirement?
- What should I do every day in retirement?
- How do I monitor my plan in retirement?
- What’s my plan if one spouse dies early?
- How do I manage my estate planning recommendations?
- Should I donate any money to charity?
Disclaimer
Peak Financial Planning has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials. Clients names have been changed for confidentiality reasons.
During our roadmap you will work one-on-one with one of our Certified Financial Planners®.
In the first 30 days you can expect the foundational questions about your retirement answered.
Think:
When can I retire, how much should I spend, etc.
In the first 60 days you can expect the optimization questions about your retirement answered.
Think:
Social security timing, Roth Conversion, etc.
In first 90 days you can expect the contingency questions about your retirement answered:
Think:
How can I ensure I am not making a mistake that will cost me thousands or force me back to work?
Clients are not required to undergo a wealth management relationship to start work with our firm.
We believe that anyone should be able to receive high-quality retirement planning advice regardless of whether they feel the need to engage in a wealth management relationship.
We do however, believe, over the long-term, that the best solution for retirees is indeed to engage in a long-term retirement planning & tax relationship, so that is an option of continued work after the 90-day Retirement Certainty Roadmap.
If you are someone that just wants to be told what to do, and does not care about understanding the “why” behind what they are being told, then this is probably not for you.
However, if you are someone that values understanding and you want to both understand and answer the following questions, then we are likely a great fit.
- How do I understand risk in retirement (so that I can keep my retirement safe)?
- When can I retire?
- What’s the most I could spend each month in retirement?
- When would I need to reduce my spending in retirement?
- What will my margin of safety be in retirement (portfolio & spending)?
- When can I increase my spending in retirement?
- How do I know if I am missing something that "could make me, or cost me, thousands of dollars?"
- Should I ROTH convert?
- When should I claim Social Security?
- How should I handle pre-Medicare health insurance?
- How and when should I claim my pension?
- Which accounts should I pull from and when?
- How much risk am I actually exposed to currently (in my portfolio)?
- What rate of return should I seek to minimize risk and meet my desired spending in retirement?
- How do I spend my money properly?
- Where should I live in retirement?
- What should I do every day in retirement?
- How do I monitor my plan in retirement?
- What’s my plan if one spouse dies early?
- How do I manage my estate planning recommendations?
- Should I donate any money to charity?
The roadmap costs $8,000. This allows us to:
1) Give you the best possible, 1-on-1 service with our Certified Financial Planners®.
2) Deliver a complete, personalized plan. Where you leave with both understanding and certainty around the Big 21 retirement questions.
If our free content has not convinced you it is worth $8,000 to work with us, don’t do it.
If it has, chances are you will LOVE working with us 1-on-1 even more.
© 2025 Peak Financial Planning