YOUR FUTURE
Where Your Money Is…….Is More Important Than What It Does
Expectations Vs. Reality
Pre-Retiree Linda
Age: 60
Food Bank Volunteer
CEO
Future Full Time Artist
35 Years
Linda has diligently prepared for her future
We Deserve What We Expect
Linda sat down in her office with a disturbed tone in her voice as we continued our phone conversation. I smiled cautiously. In an empathetic but professional tone I asked her why she sounded so upset. It was the first time we had spoken. One of my best clients had just referred her to me. Her frustration was clear. She replied, “David, I have done everything by the books from day one. Am I ON track? Am I on the RIGHT track? Every year since I have started work, I have dutifully planned for my future. I have done what I was told. Do I have money? Sure. But, I don’t have anywhere near what I thought I would have at this point. Which means, I am way behind on where I want to be for retirement”.
“I get it.” I replied. “So many of the people I talk to these days are not as prepared as they would like to be for retirement. And then……those that ARE on track have an incredibly large learning curve ahead of them when it comes to many of the additional penalties and taxes that most folks just don’t know anything about until AFTER they retire.”
“How do I get better control of this situation”, Linda asked.
“The Road Map”, I replied. “The Higher Retirement Cash Flow Road Map is designed to help you examine ways to play catch up when you are behind and to learn about penalties and unnecessary taxes BEFORE you retire……instead of after”.
Your money should be as efficient as you.
Shouldn’t Your Money Be As Efficient As You?
The Higher Retirement Cash Flow Road Map