✓ Working professional for 3+ years
✓Ability to save $1,000+ a month
✓ Goal oriented, results driven, optimistic and proactive
(No minimum investable assets required)

✓ Retirement is on the horizon
✓$750,000+ in savings (excludes real estate)
✓ Looking for an objective advice on how to prepare for a comfortable retirement, or how to stay comfortably retired.