Expert Review


The expert review consultation includes a 1 hour phone call confirming inputs, reviewing and interpreting results, and exploring allowable what-if scenarios as applicable. The consultant will review your profile ahead of time and you can send a summary of your questions before the consultation. The consultation can also serve as a training session for professionals seeking to better serve their clients. This service is available only to customers with an active individual or professional license.

When you purchase this service, we will contact you and set up a time to share phone numbers and set up a time to use GoToMeeting to review your plan together

Expert Review can focus on whatever you like including such concerns as:

  • Did I enter my data correctly?
  • How do I interpret the results?
  • When should I take Social Security’s various benefits?
  • Are Roth conversions for me?
  • Should I switch jobs? Which job affords the highest living standard?
  • Does paying my mortgage early make sense?
  • Should I refinance?
  • Should I downsize my home?
  • Should I retire in Florida and pay no state income taxes?
  • Should I take my pension early?
  • When should I start my retirement account withdrawals?
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