A Written Retirement Plan
Our Retirement Navigator is the backbone of our process, offering a personalized planning experience that helps visualize your retirement strategy, adjust in real time to life changes, and help ensure every aspect of your future is accounted for. This includes 5 key areas:
INCOME | INVESTMENTS | TAXES | HEALTHCARE | LEGACY
Our Four-Step Process
We will begin with a diagnostic review of your current portfolio — where you are today in relation to where you want to be tomorrow and your current goals. Our hope is to uncover your retirement objectives so we have a destination to steer toward.
Let’s start by getting to know one another.
Discovery
1
This process can take anywhere from two to six weeks, depending on the extent of your plan. Our team will provide a weekly update to ensure you are fully aware of the progression of your plan.
Establish any and all accounts & strategies that you deem in line with your goals.
Implementation
3
This written retirement strategy will give you a better understanding of your current course and the direction we will take. A recommendation of a specific strategy for implementation will help give you the clear direction you are looking for.
Next, we'll develop your Retirement Navigator.
Plan Design
2
Monitoring your accounts and strategies is essential to working towards a successful arrival at your destination. Changes to objectives, time tables or financial necessities may trigger the need for adjustments to your plan, but Voyage will serve as your pilot and help you navigate your career and retirement with the most suitable recommendations we have available.
Periodic but regular reviews with your wealth manager will help evaluate if you are still on course.
Cruise Control
