Don’t risk retiring with less than you need.
With a comprehensive cost-of-living analysis, you can ensure your estimated monthly retirement income will cover your needs — and your dreams.
Comprehensive Cash Flow Analysis for Retirement Clarity
To provide you with the retirement lifestyle you desire, your retirement planner needs an accurate monthly income target to build your portfolio.
Inaccurately calculating your cost-of-living can miss the big picture, leaving a gap between reality and your retirement dreams. Let a professional handle your calculations for you.
Peace of mind comes from knowing that you can afford the travel, hobbies, and family support you’ve dreamed of without outliving your money.
Working with Allison
As an Accredited Financial Counselor® Candidate and Certified ProAdvisor Bookkeeper with eight years of cash flow calculation experience, I provide the precise data you need to advocate for yourself.
When we work together, I go beyond monthly estimations to gain a comprehensive understanding of what it takes to fund your life. This allows me to provide a monthly expenses number to you and your retirement planner that reflects the full scope of your needs and wants — not just your monthly bills.
Retirement Clarity Package
$1,000.00
Two Sessions. Lasting Stability.
✔️ A free consultation session
✔️ Two one-on-one, 90-minute, online sessions
Session 1: Data Gathering
Session 2: Cash Flow Delivery
✔️ A personalized cash flow report that includes:
Your average monthly cost of living
Your annual cost of living
Your net monthly cash flow
An overview of your fixed, variable, non-monthly, and discretionary expenses
A detailed look at where your money is going
✔️ Alignment with your retirement planner to ensure all needs are met
✔️ Understanding, support, and empathy
✔️ One-time, upfront charge that’s payable by credit or debit card
✔️ The option to add on a budgeting plan for an additional fee