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RetireNow™ Checkup

2. Goal Exploration

An in-depth meeting to explore your personal values, goals and passions to help you develop the framework for your most fulfilling life in retirement.

Even if you’re not sure what you can afford, we’ll help you paint the picture so you don’t miss out on any of the possibilities available to you .

3. Financial Analysis

We ask you for a few financials so we can provide a meaningful analysis of your current financial situation.

Our team will evaluate where you stand financially in relation to attaining your ideal retirement scenario.

4. RetireNow™ Assessment

We provide an overview of your Financial Action Plan in relation to your dream retirement scenario and show you how you can financially bring that scenario to life.

We will show you exactly how you can fulfill all of your retirement goals by maximizing retirement income, reducing taxes and investing smarter.

5. Decision Time

Decision Time – Our RetireNow™ Process is designed to help you make a confident, informed decision about living your best retirement. And to give you an opportunity to evaluate whether we are the right partner to be there with you every step of the way.

After we’ve addressed your retirement concerns and answered all your questions, you’ll know that Satori Wealth Management will:

• Always act in your best interest with full transparency
• Provide the expertise to bring your retirement dreams to life
• Be in your corner through EVERY financial decision you make