With Atkinson Wealth Strategies located here in the Pacific Northwest we have a pulse on the questions and concerns many Boeing Employees have.
With the price of Boeing Stock being very volatile, VLO (Voluntary Layoff) offers, pension lump sums/buyouts, VIP options & Roth conversions - many Boeing Employees are asking the question, I want to retire... now what?
Questions that we address during our Financial Planning process:
To answer these we use a three meeting approach which covers the following:
1.) Discovery: Before we get down to crunching numbers, we’ll talk about the things that are most important to you in retirement; family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
2.) Planning: Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
3.) Solutions: A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to address each of your goals. This is where we implement your customized plan.
Contact us today for a free consultation!
March 1st, 2021