Not ready for a long-term financial planning relationship. North Haven offers a Retirement Assessment service that takes just a few weeks. In two meetings it answers common questions about your retirement readiness, provides a retirement action plan, and helps you decide if ongoing financial planning is right for you. At the first, we gather information and discuss your needs. We analyze your situation and prepare your assessment with specific recommendations. In meeting two, we explain the recommendations. You have 30-day access to ask questions and use our financial planning portal to make changes to your plan and try different assumptions.

What can I expect from the Retirement Assessment?

Step #1
30-Minute Introductory Call

A 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
If not, we will help you to find someone who is better suited to your needs.

Step #2 
Team Meeting

The next step is a virtual meeting with our team. During this 1.5-hour meeting, our team will develop an understanding of your finances, retirement goals, concerns, and aspirations.

Step #3
Assessment Review

A 1.5-hour meeting to review our findings and explain in plain English exactly how you can create a retirement income stream, improve your retirement plan, lower taxes, and optimize your investments for the next phase of life.

How much does the retirement assessment cost?

The fee for the Retirement Assessment is $3000.