Customized Financial Planning
At Charleston Retirement Planning, we work with you to build a comprehensive family wealth plan designed to support your retirement goals and long-term financial freedom. Our personalized retirement planning process focuses on income planning, investment management, tax strategies, and wealth preservation to help you retire with ease. By understanding your full financial picture, we create a clear roadmap to grow, preserve, and pass on your wealth so you can focus on enjoying retirement and time with the people who matter most.
Discovery
Meeting
Discovery Meeting
A candid conversation between family decision makers and the advisor. We get to know the ins and outs of how your family works and what’s important to you.
Establish Goals & Set Risk Tolerance
Establish Goals & Set Risk Tolerance
In addition to being one of the most important issues, risk tolerance is also the most emotional. We help the client see through the emotion and get to the heart of what’s important.
Advise &
Implement Plan
Advise & Implement Plan
The advisor delivers a formal plan to the client and puts the assets to work.
Monitor Progress
Monitor Progress
The client and advisor agree to a formal meeting schedule that works for both parties. In these meetings, the advisor will update the client on the progress of their accounts. In addition to your regularly scheduled formal meetings, the advisor is available to answer questions that arise throughout the year.
Provide Ongoing Support & Adjust as Needed
Provide Ongoing Support & Adjust as Needed
The advisor will continue to inquire about changes in the client’s life such as changes in income or health and provide personalized solutions to life’s issues.
Let's talk about your goals.
Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.