A free 45-minute video call to sort out your benefits, savings, and income before your last day. We listen first. You decide what happens next.
Free. It helps to come with a sense of your numbers. Bring someone you trust if you’d like.
THE PROBLEM
It’s easier to see the whole timeline before your last day than after it.
Free. Nothing to prepare. Bring your spouse if you’d like.
Health coverage changes on a deadline.
Moving from an employer plan to Medicare involves enrollment windows, and a gap can be costly.
Your savings plan has its own rules.
When you can move a 401(k) or IRA, and where, depends on the plan. Check yours early.
Other benefits may end or convert.
Life and disability coverage and any pension election can come with deadlines.
Social Security timing touches everything else.
It affects your monthly income and your taxes.
Benefits offices explain their own plan.
They may not show how it fits the rest of what you own.
WHAT WE LOOK AT
You tell us what you want and why. We bring the knowledge to show how it stacks up.
01 /
Your timeline. Your last day, when health coverage starts, and when each benefit ends.
02 /
Your savings plan. What you can do with it, based on your plan’s own documents.
03 /
Your income. Social Security, any pension, and savings, as a monthly number.
04 /
Your protection. What ends with your job and what you may want to replace.
Your transition timeline
Last day
Health coverage starts
First Social Security payment
Savings plan decisions
Example layout only. Your report uses your numbers.
HOW IT WORKS
01 /
Financial awareness
This is the call you book. We learn your situation, you learn how we work, and we gather what we need. You don’t have to fill out a form first.
02 /
Financial organization
About a week later, we show you what we see: where your accounts sit, where the gaps are, and what your options are. You get a written report to take home.
03 /
Financial collaboration
Laws, taxes, and life change. We review the plan with you over time, so that each decision today stays a good one.
The first stretch typically takes three to four weeks, and it moves faster when your information comes in on time. You decide at every step. Nothing happens until you’re comfortable with it.
HOW WE GET PAID
The call, the analysis, and the report cost you nothing. If you later decide to work with us, there are three ways we’re paid.
It’s yours to keep.
If we give you the report and you decide to go elsewhere, that’s your choice. The plan is yours either way.
01 /
Referrals.
We want you to be happy enough with our work to tell people about us. That’s why we explain everything and answer every question.
02 /
Commissions.
If we show you a change that makes sense, you agree, and you use a company we have a relationship with, that company pays us. You don’t write us a check for it.
03 /
A management fee, only if you hire us to manage investments.
You pay it directly as a percentage of the assets we manage. We’ll put it in writing before anything starts.
QUESTIONS
Don’t see yours? Text or call (404) 244 6675.
Does it cost anything to book?
Will you try to sell me something on the first call?
Do I have to fill out a form first?
What should I have ready?
Can I bring my spouse, my CPA, or another advisor?
I already have an advisor. Is this still worth it?
Can you move my money or log into my accounts?
How long is the call, and where is it?
How will you confirm my appointment?
Can you tell me whether I can move my retirement plan now?
Can you help with the Medicare timeline?
A free 45-minute video call with us. Nothing to prepare. No pressure.
Prefer to talk first? Text or call (404) 244 6675. Bring someone you trust if you’d like.