Step 1: Choose a time for your Retirement Money Prism Checkup

Use the calendar below to schedule your 30–45 minute, no-cost session with a fiduciary advisor at Whalen Financial.

Step 2: Learn what to expect from your session

You’ve taken the first step by requesting Confessions of a Wealth Manager.

The Retirement Money Prism Checkup is the natural next step—a 30–45 minute, no-cost session with a fiduciary advisor at Whalen Financial to help you see where you stand and what questions you should be asking next.

What you’ll get in this session

In this conversation, we’ll walk through a simple “prism” view of your retirement:

• Income Clarity
  We’ll review your current and expected income sources—savings, pensions, Social Security, and more—to help you understand how they may work together to support your lifestyle in retirement.

• Tax-Aware Perspective
  We’ll look at how your assets are currently positioned across taxable, tax-deferred, and tax-free accounts and discuss common strategies that may help reduce the drag of taxes over time.

• Risk & Fee Checkup
  We’ll highlight potential red flags we see often in retirement portfolios, such as concentrated risk, misaligned investment mix, or layered fees that may be working against your goals.

You’ll leave with a clearer picture of where you are today and better questions to ask—whether you continue on your own, stay with your current advisor, or decide to explore working with Whalen Financial.

Who this is for

This session is designed for:

• Individuals or couples approaching or in retirement

• Households with meaningful savings (often $500,000+ across accounts)

• People who want a fiduciary second opinion on their current plan, taxes, and risk

If you’re not sure whether it’s the right fit, you’re welcome to reserve a spot—we’ll be candid if we’re not the best resource for your situation.

How it works

1. Add this session to your order at no cost.

2. After checkout, you’ll be directed to choose a time on our calendar that works for you and your spouse/partner (if applicable).

3. We’ll meet by Zoom or phone, review your situation at a high level, and walk through your Retirement Money Prism Checkup together.

There is no cost and no obligation to move your accounts or hire us.

What this is not

• It is not a full financial plan or customized tax or legal advice.

• It is not a guarantee of investment performance, tax outcomes, or any specific result.

• It is not a high-pressure sales pitch.

Our goal is to provide clarity, education, and a professional perspective. If we believe we can add meaningful value beyond this session, we’ll explain how that relationship works. If not, we’ll tell you that as well.

Important Information & Disclosures

This session is for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Any strategies discussed may not be suitable for all investors and may need to be tailored to your specific circumstances.

Investment advisory services are offered through Whalen Financial, a Registered Investment Adviser.
Please consult with your tax and legal professionals regarding your individual situation.