Are You
Retirement Ready?
Find out how women are preparing for life's next phase.
What can I spend?
Allocation of resources should consider the impact of an unpredictable world.
Preparing for end-of-life care and estate distribution are gifts to your loved ones.
How should I manage my wealth?
What happens when I'm gone?
The answer lies in the cost of your lifestyle and how much you have or plan to save.
Total Wealth Integration
Your balance sheet isn't the same in retirement. Assets can become income streams and expenses become liabilities. Having visibility of all the moving parts helps us process the impact of financial decisions more efficiently.
Our Household Balance Sheet visually integrates your income, expenses, assets and liabilities into one page, making it easy to see how your total wealth, and all its pieces, evolve over time.
Investments That Manage Your Risk
Retirement is filled with many risks that are in-and-out of our control. Find out how your tolerance for risk and your capacity to take on risk matter when it comes to your retirement resources.
Our clients complete behavior and risk assessments that assign tolerance levels to each retirement bucket. We then match each bucket to a suitable investment design.
Engineering Your Retirement
Our Retirement Ready plan helps you discover how much needs to be saved, how much can be spent, where the money will come from and how your total wealth should be allocated before and in retirement.
Guardrails are one of the tools used to set boundaries for clients. Spending levels fluctuate annually based on the performance of underlying investments.
Retirement Solutions Plus+
Retirement is about more than money, it includes end-of-life decisions that impact your family and your care. "Who will get my savings?" and "Who will take care of me?" are important questions to answer.
With Retirement Solutions Plus+, our clients create estate plans to manage affairs during and after life, and position themselves to qualify for Medicaid if a long-term care need arises.
"Retirement is no longer an 'old' word. It includes many years of being active and healthy."
Credentialed and Acting as a Fiduciary
CERTIED FINANCIAL PLANNER
CERTIED iNVESTMENT MANAGEMENT ANALYST
RETIREMENT MANAGEMENT ADVISOR
REGISTERED SOCIAL SECURITY ANALYST
Get in Touch
Contact us to discuss your retirement planning needs today.
WatchDog Planning
Retirement Solutions for Women
text or email
nancy.nawn@watchdogplanning.com
610-864-5838
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