After the Great Retirement Rescue
Your 1:1
Follow-up
You've heard the six fears and four myths. Now let's talk about your own situation: 45 minutes on Google Meet with Robert or Hannah Johnson.
Would it be unreasonable to find out where your plan really stands?
What we'll talk about
Your situation, not a sales pitch
What keeps you up at night
The worries and frustrations that brought you to the Great Retirement Rescue, in your own words.
Your goals
Income, timing, the legacy you want to leave, and what a good retirement looks like to you and your spouse.
Your accounts and risks
Your pre-tax balances in IRAs, 401(k)s, 403(b)s and TSPs, and which of the nine retirement risks your plan already covers.
It's okay to say no
We'll say it at the start of the meeting, and we mean it. If it isn't a fit, tell us. No hard feelings, and no follow-up calls you didn't ask for.
If it goes well
What happens after the follow-up
1
Your full picture
We may ask for a few statements and, if you're comfortable, your IRS records through TaxStatus. It takes about a minute, and "no" is a perfectly good answer.
2
Your strategy
Our Fractional Family Office designs a plan around the risks we uncover, the frustrations you've shared and the goals you want to reach.
3
Your recommendations
We walk you through the plan and our specific recommendations. You decide what, if anything, to do next.
Bring your spouse, or whoever you plan with. If you have recent statements handy, keep them nearby, but nothing is required before we talk.
Book your follow-up
Pick a time below
45 minutes on Google Meet. Choose Robert or Hannah, or take the first available time. Your invite and Meet link arrive by email; if you don't see them, check your spam folder.
Would it be crazy to grab a time while it's fresh?