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RetireNow™ Checkup

Does this describe you?

You are a dedicated saver with a minimum of $500,000 in investments (excluding real estate).

You want a long-term relationship with a Certified Financial Planner™.

You plan to retire within 5 years or are recently retired.

Schedule Your Call

Book Your RetireNow™ Checkup Today

Our RetireNow™ Checkup process will help you evaluate whether you are retirement ready and if we’re a good fit to work together. The outcome is a one-page plan highlighting all the next steps you need to take to attain your ideal retirement.

Retirement Income Analysis
Tax Plan Analysis
Investment Portfolio Analysis

What is the Free RetireNow™ Checkup?

A 3-step process showing you how to optimize finances and life in retirement

Step 1: Free Initial Consultation Call

Let’s have a quick 30-minute call to understand what you need help with and if our expertise matches your needs.

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

Any last questions? Find your answers here.

How does Satori Wealth Management get paid?

As a Fee-only Registered Investment Advisor, our fees are paid directly by our clients. We don’t receive third-party kickbacks or commissions that could present hidden conflicts of interest. Simply put, we do what’s best for you 100% of the time.

What are your fees?

We won’t know exactly until we’ve fully assessed your financial situation. Our RetireNow™ Checkup process is designed to fully understand your needs so we can quote you an accurate fee before you spend a penny. We do not offer one-time projects or hourly financial planning engagements.

What makes Satori different from other financial advisors?

We specialize in retirement planning for soon-to-be and recent retirees.
As highly credentialed advisors with 20+ years of experience, we know you want the best advice for such an important time in your life.
We focus on educating our clients to ensure maximum transparency.
We work directly with your accountant, mortgage broker, insurance agents and other parties that may be involved in your finances.
You have us in your corner for all of life’s most important decisions.

What’s your investment philosophy?

We believe in a low-fee passive investment philosophy. We do not believe in picking stocks or timing the market. However, we do believe in tax-efficient portfolios and employ techniques such as portfolio rebalancing, tax-loss harvesting, and asset location to improve after-tax returns

What is retirement tax planning? Do you prepare taxes?

Taxes are at the center of all your retirement decisions. We know what’s best to be optimally tax-efficient in the current year and how it fits into your long-term picture. We don’t prepare taxes but work directly with your accountant to ensure your most important advisors are on the same page.

Why do a Free RetireNow™ Checkup?

Selecting the right Certified Financial Planner™ is one of the most important decisions you’ll make for your retirement. That’s why we take the time to meet with you and help you paint the picture of your ideal retirement. We also help you evaluate where you stand so you can make confident, informed decisions.