Retirement Action Plan
Challenging times call for a calm and measured review.
A time where everything you know about your investing journey has been challenged.
Maybe you’re thinking the retirement you were planning is now of reach.
Perhaps, your thinking about ramping up your efforts.
Or maybe you’re looking to take advantage of the current climate.
Before you make any decision relating to your money, here is an action plan to guide you to your best financial decisions.
Retirement Action Plan:
Your personal invitation to a Secure Your Retirement Strategy Call:
To help you navigate through this period of unprecedented turmoil and disruption, I’ve opened up a spot on my calendar for you.
So, I’d love to offer you a complimentary 1 one 1 “Secure Your Retirement Strategy Call“ with me.
It’s a simple way to help you figure out the right money moves you can make right now and thrive on the other side.
Many lack a proven process to get them back on track when events like these blow them off course.
Here’s what we’ll cover on your call:
#1 Help you unpack your most pressing issues and concerns right now.
#2 Uncover what needs to change, if anything, what to pivot and prioritise in order of importance.
#3 Figure out what’s working and what’s not.
#4 Come out with a clear action plan and next critical steps.
In times of unprecedented events, you’ll come out with a crystal clear gameplan.
You’ll be more confident about the future, knowing what you have control over.
Instead of feeling frustrated, unsure, you’ll be excited about what’s to come.
You’ll have your personalised gameplan to get you right back on track.
You got this!
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Glenn Doherty – CFP – Founder & Financial Organiser at Jigsaw Private Wealth