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Have you been dreaming of the day when you can finally remodel your kitchen, or take a tour of Italy, or start volunteering at the neighborhood animal shelter? Chances are you have a list of things you’ve been dreaming of, but you just haven’t had a plan in place to put them into action. By combining the Retirement Adventure Roadmap with a financial plan, your dreams may be closer than you think.

The Retirement Adventure Roadmap (RAR) is a self-paced workbook designed to help you organize your lifestyle. Even though it’s a workbook, it is filled with ideas, suggestions, and illustrations to get you inspired and excited about the next chapter in your life.

RAR is all about allowing people to realize what is truly important to them in life while constructing a process where clients and advisors can organize and create a meaningful financial plan. Our product increases client retention and helps advisors build more effective and efficient financial plans.

We had a client who was trying to figure out if and when she should retire. After going through RAR she realized that she needed to retire NOW, otherwise she wouldn’t have enough time to accomplish all her goals. She shared her objectives with us and we were able to accommodate her big dreams by reviewing her financial plan and strategies. We found out that family is incredibly important to her and that many of her objectives were family oriented. We are now working with her children as well, creating their financial plans which will help accommodate their big goals and dreams.

 

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