All questions
I don't know what I spend yet. Should I still come?
Short answer
Yes, come. Rough numbers are enough to start.
The fair worry
It can feel like you should work out a budget first. I understand that, especially when retirement spending still feels like a guess.
The answer
Your retirement advisor can start with a rough picture of what you spend. You don't need a budget, a binder, or exact numbers.
Prices change, and what you spend can change too. Even a careful budget won't stay the same forever.
So the plan can change as you learn more. You and your advisor can talk again once you know more.
At your consultation
Keep your free Zoom consultation for YOUR retirement as it looks today. You don't need to finish a budget to have that talk.
More questions on this topic
- Shouldn't I wait for the market to settle?You don't need a calm market to review retirement spending. Meeting and moving money are separate choices.
- Can't I just figure this out myself?Yes, you can work on this yourself. A second set of eyes gives you another view without taking control.
- I'm not ready to decide. Should I still come?Yes. You can come to learn without choosing a product.