Schedule Your Learn More Call

*Important – I have intentionally limited my availability for Learn More calls so that I can continue to provide a high level of service to existing clients. If you cannot find a time on the calendar that works with your schedule, please email me at brian@imfinancialplanning.com and I will do my best to accomodate you.

This call is a conversation about what has your attention today and to see if my no-cost, no-obligation Discovery and Observations process would move you closer to retiring with confidence.

At this end of this call, you only have to decide if you would like to continue through my no-stress process – that’s it.  The Discover and Observations meetings help to clarify where you are today, what retirement means to you, and how my fee-only, fiduciary retirement planning process can move you in that direction – all on a one page summary.  Then, and only then, do you decide if you want to continue working together to build your version of retirement.

I am looking forward to it,

Brian Bickett, CFP®