Milne Financial Planning, Inc.
A one-time financial planning service is designed for those moments when you’re facing a big question, a transition, or just want to double-check where things stand. “Am I actually on track to retire?” is a common question.
One-time services provide a chance to look at your financial picture with a fresh perspective, ask clarifying questions, and understand what’s working… and what might need a second look. These conversations are focused and intentional.
Clients typically find us when they are close to retirement and want a straight answer to the following questions:
• How do I get my withdrawal strategy right?
• Which accounts should I take money from first?
• When should I take distributions from my IRA?
• How do I manage taxes once RMDs begin?
• Can I afford to spend more?
• How do I spend my money? I’ve spent my whole life saving it.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.