Successful Retirement Coaching

(1 customer review)

$200.00

Here are some topics we’ll discuss:
  • Individual Retirement Strategies
  • Current Retirement Analysis
  • Retirement Diversification
  • Tax Advantaged Accounts
  • How Much Savings is Too Much Savings (aka, money that should be invested)

Description

As a coach, my hope is to guide you towards a successful retirement. In this coaching program we discuss retirement planning techniques. Everyone’s retirement is different and I can help guide you towards a retirement that works for you. Per session pricing is $200.00 and this program can be in 3 month or 6 month intervals. Each session is scheduled for an hour.

Here are some topics we’ll discuss:
  • Individual Retirement Strategies
  • Current Retirement Analysis
  • Retirement Diversification
  • Tax Advantaged Accounts
  • How Much Savings is Too Much Savings (aka, money that should be invested)
Link to Coaching Programs and Pricing:

1 review for Successful Retirement Coaching

  1. Adam Carpenter

    Brett’s retirement coaching was a life saver.

    I am a young guy that had zero prior knowledge of how to successfully invest for my retirement someday. There was a lot of information online, but it was hard to differentiate the knowledge from clickbait.

    I contacted Brett to help me choose which funds would be best suited for my 401k and expected him to simply tell me which one was best (because truly, that’s all I was looking for).
    Instead, he helped me learn and understand the why behind every investment option that I had available. I throughly enjoyed the opportunity to pick Brett’s brain and am confident that I can make future decisions thanks to the knowledge that he provided.

    I will soon be setting up/contributing to an IRA as well, and will be back for more if Brett’s coaching!

    Thanks, Brett!

Add a review

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.