Services

Video meeting . 20 mins
FREE

About me

Did you know 68% of parents drain their retirement accounts to pay for their kid’s college education? Financial planning is not just about numbers. It's about understanding your values, priorities and aligning your financial decisions with them. Feeling Anxious About Retirement? Feeling Anxious About College Financial Planning? You’re not alone. Let's face it, trying to project an income for something that might be a decade away is a tough task. But it's important to remember that Retirement Planning is more than just saving money. It involves considering factors such as health, living arrangements, debt, and the most dreaded issue, TAXES. 😱 Some of us have other responsibilities like putting children through college or caring for elderly relatives - all while planning our own retirement! Many tell me that since they don’t have a 529 plan or savings for college when the kids were babies, they are doomed to drain their retirement accounts, take out a second mortgage, pull equity from their homes or getting into massive debt to cover the cost of higher education. As a Retirement Planning Specialist, it may seem like an odd person to speak to about college planning. Over the years in this industry what I have learned from working with families and individuals is that doing college financial planning for themselves and/or children is an immediate concern followed closely by retirement income. This is a program. Not a course. Not everyone is a good fit for this program. We are offering a free 20-minute Planning Gift Session where you can get all your questions asked & answered. You can find out if it makes sense for us to work together and get information on our Retirement and Late Stage College Planning program. Stop 'floating through' college expenses and 'hoping' retirement will work out on its own. Start creating a plan that won't cost you unnecessary time and money. Join our free session today and let's start planning your future together. Book your Gift Session here 👉 https://calendly.com/achelpsyouretire/gift-session #PlanToday #SecureTomorrow #RetirementPlanning #CollegePlanning