Financial Services

Retire Ready Roadmap

Our Retire Ready Roadmap service helps you pave the way to creating a clear path toward a stress-free retirement.

Longevity with Assurance

Our team of professionals help you implement a full strategy as you enter the retirement phase, using a variety of investments and insurance products and services that address your unique financial requirements, preferences, and concerns.

Retire Ready Roadmap

The Process

Initial Discovery

Exploration of your vision and objectives

During your initial visit, our main goal is to gain a deeper understanding of who you are, your priorities, and the goals you wish to achieve. This valuable conversation will allow us to assess your current situation and determine if there are ways in which we can provide assistance and bring value to your specific needs. If we believe we can be of help, we will delve into further discussions about how we can collaborate and what our future engagement might entail.

  • Your Perfect Day
  • Your Personal Benchmark
  • Baseline Income Assessment
  • Baseline Required Minimum Distribution Assessment

Financial Clarity Scorecard & RMD Assessment

Reviewing your scorecards for success

During your second visit, we will provide you with financial clarity. Prepare yourself for an in-depth analysis of your very own Financial Clarity Scorecard and your Required Minimum Distribution Assessment, powerful tools designed to gauge your retirement success. Together, we will thoroughly examine six essential scores such as your Retirement Success Score and RMD Success Score. This comprehensive review will shed light on crucial aspects of your financial future and enable us to chart a course towards a secure and fulfilling retirement. After this meeting we will discuss what an engagement will look like moving forward.

  • Financial Clarity Scorecard
  • Success Score
  • Security Score
  • RMD Assessment
  • RMD Success Score

Reviewing & Implementing the Plan​

Putting it into motion​

The third meeting is where we begin your Retire Ready Roadmap. We provide a detailed construction of your advanced planning objectives, income retirement plan, investment plan, tax plan, healthcare plan, and legacy plan. Client agreements are signed to initiate the transfer process.​

  • Income Plan
  • Investment Plan
  • Advanced Planning
  • Tax Plan
  • Healthcare Plan
  • Legacy Plan

Relationship & Expectation Management

The path forward

In our fourth meeting we review everything in a wholistic way and reiterate and review the structure of the plan. Money is invested, and we review the specific risk parameters and investment recommendations. This meeting allows us to implement advanced strategies and establish a review process for moving forward.

  • Reiterate Structure of Plan
  • Reiterate Expectations
  • Review Accounts
  • Implement Advanced Planning
  • Establish Regular Review Process

Download a PDF for
More on Our Process

The Retire Ready Roadmap

Every step of the way

Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services

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Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934).

Our Client Relationship Summary is also available here [https://s3.amazonaws.com/static.contentres.com/media/documents/350836fc-1b0f-4434-bdb2-1536050b034f.pdf]. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Abrahamsen Financial Group and MariPau Wealth Management, LLC are not affiliated entities

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