How to make the most out of remote meetings

I highly recommend come with an open mind to explore all avenues of your retirement

1. What is your goal ?

2. what age do you want to retire?

3. what plans have you placed for your future self ? ( Need an upgraded portfolio)

4. do you need to protect your love ones?

5. what income streams do you need / how much ?

6. do you have your final expenses in place ?

7. What are your next 5, 10 ,15 years looking like right now?