Am I OK?
We all want to know we are OK, and that we are going to be OK in the future.
One of the biggest fears people have is will they outlive their money. And, they don't want to have to work beyond some age.
Our "Am I OK AnalysisTM" or "M-I-OK" is designed to add clarity about whether you are OK financially now, and what the future might look like based on different scenarios that we create with your help and with your desired life design in mind.
Using powerful technology, our Am I OK considers where you are, where you want to be, and a Plan as to how to get there.
Most people want to know what their current and projected future "Cash-In" sources look like, what their current and projected future "Cash-Out" sources look like, and what their financial legacy might be. And they want the sense of freedom and lightness that comes from the comfort of believing that the future Cash-Outs are covered by the existing and the future Cash-Ins.
The Am I OK Analysis also covers other areas of common concern, including for example Retirement Readiness, Financial Legacy, Working/Spending Alternatives, Insurance Gap Analysis, and Education Funding.
As we walk with you into the future we regularly check in on the Am I Ok Analysis and related Plan to see what may have changed, and what might need to be changed to keep you OK, or to keep moving you toward OK.