Request Your Official Retire on Time Analysis
This is a two-step retirement process designed to show you where you are today, what’s missing, and what it could take to retire on time (or sooner).
1) Identify plan/portfolio blind spots that could cost you years.
2) Discover what retirement would realistically look like.
3) Explore how to proceed (one-time plan or ongoing support).
Limited availability each week. It’s always okay to say no.
Success Doesn’t Happen by Accident
The purpose of this analysis is simple: To help you understand whether you’re on track, and whether your current plan is designed to last longer than you®. In the book, we talk about systems, not sentiment. This process is the same.
What This Is
The Official Retire on Time Analysis is a structured review process where we look at your situation through the lens of the same principles taught in the book.
It’s designed to answer questions like:
- Can I retire yet?
- How much income can I take safely?
- What risks am I exposed to?
- What would happen if the market crashes early in retirement?
- What needs to be adjusted?
What This Is Not
This is not a high-pressure sales pitch. We don’t believe in that approach. We only work with people who want to work with us.
Step 1 — 30-Minute Phone Call
This call is about clarity. We’ll learn:
- Your lifestyle and legacy goals
- Your retirement timeline
- What you currently have saved
- Which risks would keep you up at night
At the end, we’ll decide if it makes sense to schedule the second step.
Step 2 — 60-Minute Zoom (Your Official Review)
This is where we walk you through your Retire on Time Analysis and show you:
- What your plan could look like
- Which risks could derail your retirement
- Potential portfolio adjustments
- What your next step could be
By the End of the Analysis, You’ll Know:
- Whether you’re on track to retire on time or not
- How your retirement income could be structured
- Where your blind spots are (and what to do about them)
- What changes could improve your outcome
- Whether it makes sense to build a one-time plan or become a private client
After the Call, You’ll Have 3 Options
Option 1: Do Nothing
You can walk away with clarity and implement what you want on your own.
Option 2: Proceed with a One-Time Plan (usually $2,000)
If you want a comprehensive plan built for you, we can go through the planning process and produce your full retirement blueprint.
Option 3: Become a Private Client
If you want ongoing implementation, tax coordination, and full guidance, you can become a private client for a flat-rate (not a percentage of your assets).
This Is For You If…
- You’re within 5–10 years of retirement
- You’ve saved well, but want certainty
- You don’t want to guess anymore
- You want to understand taxes, income, and portfolio structure
- You want systems and rules, not emotional investing
This Is Not For You If…
- You want quick stock tips
- You want someone to tell you what you want to hear
- You aren’t willing to look at real numbers
- You want free consulting without commitment
Frequently Asked Questions
Is this a high-pressure sales call?
No. This is a structured diagnostic process. If we’re not a fit, we’ll tell you.
What if I already have an advisor?
That’s fine. Many people use this as a second opinion.
What if I decide not to move forward?
No problem. We only work with people who want to work with us.
What if I’m overwhelmed?
That’s normal. The entire purpose is to simplify the process and create a plan you understand.
How do I schedule?
Request your analysis below, and we’ll send the scheduling link.