What Happens In The Money Map Retirement Review Money Wisdom podcast

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What Happens in the Money Map Retirement Review

1d ago 9:41

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What happens after your first meeting with a financial advisor? As we continue our series on the Johnson Brunetti planning process, we’re going to take you inside meeting number two in our retirement planning process, which we like to call the Money Map Retirement Review.

There's an element of vulnerability to meeting with an advisor, and we don't take it lightly that we get to hear the hopes and dreams, fears and aspirations of the folks we sit with. The goal of this series is to demystify that for you. We want to be transparent and clear during our process by moving one step at a time.

After learning your goals and gathering details in the Discovery Meeting, the Money Map Review is where the team presents their findings: a clear, customized, one-page summary of your financial picture. You'll see what’s working, what needs adjustment, and how your assets align with your retirement goals. Find out how we approach this and what you can expect when you sit down with us.

Here’s what we discuss in this episode:

📊 Behind-the-scenes homework and team analysis

💰 How risk and income strategies are evaluated

👥 Questions to ask when deciding who should guide your plan

✅ What comes next in the retirement planning journey

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

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