The Next 30 Days Can Change Everything

If you're a good fit for Retirement Ready Financial Planning and have interest in a full service retirement track, then we'd like to offer you a 30 day free trial. A single month is all we need to show you there's a better way to secure your future.

No Committment

By working with us, you'll have the chance to see how we operate and feel the difference for yourself, all without committing to a lengthy contract or spending any money. You'll only start paying (on day 31) if you're satisfied and want to continue. Otherwise, you can leave without any financial obligation, only having invested your time.

No Investment Needed

During the trial period, you won't need to move your existing investments. If you decide that you're happier where you were, that's totally fine. It couldn't be easier to switch back. Traditional firms would never offer this option. In contrast, we'll onboard you as a full-time client, without requiring any payment or investment.

Already have an advisor?

Most people tend to view financial advisors as interchangeable, so they often prefer to stick with their current advisor — let's call him "Jim". We're so committed to proving ourselves that we are willing to let you try our services for free without letting "Jim" know. We know that one month is all we need to prove that there's a better way.

What to Expect During Your Free Trial

During our first 30 days together, we'll be actively engaged in the analysis phase, having already participated in at least one meeting with the planner, if not two. You will be heard, valued, and maybe surprised that most of the conversations go beyond your investments to your lifestyle and goals.

It's important to note that a full retirement plan can't be completed within this timeframe, and that you'll need to stay involved in the process for the best results. What gets accomplished in the first 30 days depends a lot on your level of engagement.

Most importantly, you'll have the opportunity to experience what it's like to be a client, interact with our technology firsthand, and engage in meaningful conversations with your advisor.
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Flat fee with no conflicts of interest

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Space for your real life + real goals

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Don't pay more for investing more

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Modern + paperless financial plans

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Does your advisor have a proactive service model?

If you decide to stay with us and become a full-service client, you'll enjoy a proactive service model that gives you more than just annual meetings. We actively engage with our clients and strive to build lasting relationships rather than merely collecting fees and avoiding calls.

If your current advisor isn't providing this this kind of service, we suggest looking for another one. Simply holding a yearly meeting to discuss investments and reviewing information that you can easily find on your statements doesn't qualify as a comprehensive service model.

Here's what you'll get if you choose to partner with us long term:

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Annual Plan Updates

Over time, your plan will need tweaking as your situation and goals change. We adjust your plan annually free of charge as part of full-service planning.

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Unlimited Investment Management

Our flat-fee plan includes unlimited investment management, regardless of portfolio size. No more paying a percentage to the traditonal firms.

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Personal Financial Website

We believe in doing things digitally to keep pace with the modern world. Access documents and manage your investments in one central hub.

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Tax Return Summary

Send us your tax return, and we'll create an easy-to-understand summary that highlights areas for improvement and opportunity.

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Unlimited Access to Planner

When financial questions pop up, you can rest easy knowing you have someone to turn to for professional and unbiased guidance.

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Fiduciary

We're fiduciaries 100% of the time, which means our interests always align with yours and you can rely on the advice we provide.

Get Started with a Discovery Call

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