"I know I said I wanted to retire at 65, but can I retire at the end of this year instead?"
Many clients come to me with this question. We have done their financial planning, we have looked at the numbers many of times, but they still want the reassurance that if they wanted to leave their job or sell their business, would they be able to continue to live the way they live now.
This is what I live for. There is nothing that makes me happier than when I am able to help someone live the second half of their life doing the things that they enjoy and spending it with the people they love.
It all starts with the financial plan, the life plan, the plan that helps keep them on track to continue to accumulate enough wealth. Understanding where my clients currently are, where they want to go and then implementing and monitoring the plan is our focus. Once that is established, I have many tools and options that we can use to grow and manage wealth. We then revisit the goals and progress regularly and make adjustments where needed.
Commitment to the process is key!
Elizabeth M. Bennett, MBA
PRINCIPAL and CERTIFIED FINANCIAL PLANNER ™
Chesapeake Financial Planning & Tax Services
71 Old Mill Bottom Rd N, Suit 201
Annapolis. MD 21409
Phone (410) 974-0410
Fax (410) 974-0614
