Have you wondered...

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• Are you saving enough for retirement?

• How will your finances look in 10, 20, or 30 years?

• Can you retire early—or even at all?

• Can you feel at peace with your financial future?

• Are you investing wisely?

• Will your current investment strategy build the nest egg you need by 65?

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If these questions sound familiar, you’re not alone. That’s why I developed a comprehensive, customizable retirement planning model—a tool designed to give you a clear, personalized projection of your financial future.

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Your Future, Clearly in Focus.

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Unlike generic retirement calculators, my model adapts to your ever-changing life. Finances have many moving parts, and this model allows us to adjust those pieces as needed—so you can confidently plan for whatever comes next.

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What Do You Get from a Retirement Planning Consultation?

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At its core, you'll receive a detailed financial projection showing where you could stand at each stage of life—up to age 100.

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But the benefits go far beyond numbers:

✔ Set Realistic Goals – Prepare for major life events and retirement with confidence.

              - Can I sell my house in New York and buy another house in Florida?

              - What age can I stop working and have money to have a nice retirement?

              - How long can I safely support my married children?

✔ Optimize Investments – Adjust your asset allocation based on projected outcomes.

              - How much should I invest in the stock market?

              - Shouldn't I own bonds and CD's?

              - I want to play with some of my retirement account, and buy stocks. How               much will this mess up my financial future?

✔ Manage Risks – Identify shortfalls before they become problems.

              - I have a lot of money in my 401k and Traditional IRA. Shouldn't I convert               some of this money into a Roth IRA in order to avoid a high tax bracket                   during retirement?

✔ Improve Financial Control – Strengthen budgeting, emergency funds, and debt strategies.

              - Many people have enough money saved for retirement. The problem? 

              Their expenses are just too high. They need a good look at their spending 

              habits.  

✔ Gain Peace of Mind – Reduce anxiety and make informed financial decisions with clarity.

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How Is Your Projection Personalized?

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Your model factors in:
🔹 Income & expenses (current and future)
🔹 Tax brackets & investment returns
🔹 Assets & liabilities
🔹 Life changes & unexpected events

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Because financial situations evolve, the model adjusts as your life changes, ensuring your plan stays relevant over time.

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Why is this different than other online retirement planning tools?

Unlike most online retirement calculators, this model gives us full control to customize your inputs. But more importantly, your future isn’t just numbers. It’s filled with your hopes, needs, and goals. We’ll work together to make sure your unique vision for retirement is thoughtfully built into the plan.

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And while I bring expertise to the table, I also bring heart. You won’t just get projections. You’ll get guidance from someone who truly wants you to feel confident and at peace with what’s ahead.

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Want to Explore Different Scenarios?

 

What if you want to retire at 60? How would that impact your finances in your 80s?

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Our advanced modeling lets us test multiple scenarios so you can make informed decisions with confidence.

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How Much Does It Cost?

The initial consultation costs $250. After the initial retirement planning session, any advanced modeling or continued financial planning costs $250/hour.

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How Do You Get Started?

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E-mail us at Sara.Glaz@MWMinvest.com. We will reply with the Retirement Planning Questionnaire. After receiving your questionnaire, we’ll create your personalized retirement projection model. We might need to contact you via email to ask a few questions. 

 

Once we finish your model, we'll contact you to schedule a Zoom consultation—providing convenient date and time options for you.​

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