financial planning desk

Retirement Planning

We start by evaluating your current finances. Then, we use financial tools to forecast future cash flow, asset values, and withdrawal plans. Finally, we craft a written plan using what we learned to achieve your stated goals.

Retirement Planning

Cash Flow Management

Debt Optimization

How it Works

A holistic approach to working through your finances step-by-step.

01

Free Consultation

We’ll meet for an hour so that I can get to know you, gain an understanding of your current finances, and list out your goals.

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02

Account Access

We will use Pontera, a tool to connect to retirement accounts to enable advisor access

    03

    Cash Flow Assessment

    We will use your expected future expenses to estimate the target asset needs

      04

      Retirement Analysis and Recommendation

      After calculating your risk profile and your target asset goals, we'll create a investment policy statement

      • Plan for adequate retirement income
      • Social Security, Medicaid, & Medicare
      • Tax-Advantaged Retirement Plans
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      Why Work with me

      I’m passionate about making a contribution to your life through knowledgeable advice.

      I can work with you to address a specific financial planning question or build a comprehensive financial plan for your family that is designed to help you achieve your goals.

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      Amirth Ramakrishnan
      Financial Advisor

      Schedule your free consultation.

      Going through everything above, you might be overwhelmed. But getting started is easy. It starts with one meeting.

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      Schedule a Free Consultation