What is a Plan Design Visit?

Where we build your retirement plan, before you decide whether to hire us.

The Plan Design Visit is where real planning begins.

If the Discovery Visit helped us understand you, the Plan Design Visit is where we take what we learned and design a clear, personalized strategy around your retirement, taxes, investments, and long-term goals.

It’s a working session designed to give you clarity, direction, and confidence—whether or not you ultimately become a client.

Who the Plan Design Visit Is For

The Plan Design Visit is ideal if you:

• Want clarity about whether you’re truly on track for retirement

• Feel uncertain about taxes, income planning, or long-term risks

• Have managed things on your own but want a second opinion

• Are approaching (or already in) retirement and want a clear plan

• Prefer thoughtful, proactive planning over reactive decisions

If you value clarity and structure, this visit is for you.

What Happens During the Plan Design Visit

This is a 90 minute working session led by Bryan Bolten, our lead advisor.

Here’s what we focus on:

• Your Retirement Income Strategy
  How income will be generated, sustained, and adjusted over time

• Tax Planning & Risk Awareness
  Identifying potential tax exposure, missed opportunities, and planning gaps

• Investment Strategy Alignment
  Evaluating whether your current approach supports your long-term goals

• Key Trade-Offs & Decisions
  Helping you understand options—not just recommendations

• Clear Next Steps
  What to address now, what can wait, and what decisions matter most

You won’t leave with generic advice.

You’ll leave with a clear understanding of your situation and options.

Why This Visit Matters

Most financial stress doesn’t come from bad decisions—it comes from delayed decisions.

Without a plan:

• tax issues often surface too late

• income strategies remain assumptions

• opportunities quietly pass by

The Plan Design Visit brings clarity early, while options are still available.

It allows you to make informed decisions—on your terms.

Is This a Commitment to Become a Client?

No.

The Plan Design Visit exists so you can:

• see how we think

• understand how planning would work

• decide if partnering with us makes sense

Some people move forward after this visit.

Some don’t. Both outcomes are fine.

What matters is clarity.

What to Bring

By the time you arrive for your Plan Design Visit, you’ve already done the heavy lifting by sharing the necessary documents in advance. Thank you—that preparation allows us to make this visit meaningful and personalized.

For this meeting, the most important things to bring are:

• Yourself

• An open mind

• A willingness to learn and explore your options

If you happen to have received any updated statements since your last upload—or come across something you may have missed—you’re welcome to bring those as well. We can easily incorporate them into the conversation.

This visit is about understanding, clarity, and thoughtful decision-making—not gathering paperwork.

Ready to Take the Next Step?

Schedule your Discovery Visit

If you’ve completed a Discovery Visit and feel ready for clarity, the Plan Design Visit is the natural next step.

If you’re unsure, we’re happy to answer questions before scheduling.

📞 Call or text: 573-875-0950
📧 Email: office@retirecomo.com