Assessment Virtual Visit
Your first meeting is a private, 60-minute Zoom conversation with an advisor from Mirau Capital Management. We sit down to look at your financial “vitals” and get to the root of what’s keeping you up at night. You do not have to bring any paperwork to this first visit.
Here’s how the meeting breaks down:
- We start with assessing your situation the same way a doctor would assess a patient — only instead of health, we're focused on money:
- Are you stressed about debt?
- Are you unsure you’re saving enough?
- Are you scared you’ll never be able to retire?
- Are you worried about health costs later?
- After we identify your current situation, we help you figure out what’s urgent and what can wait:
- Student loans and credit cards
- Taxes and take-home pay
- Retirement income
- Long-term care / medical costs in later years
- Managing Debt - The silent Killer
Before you leave that first Zoom, we’ll book your follow-up meeting. Your advisor will tell you exactly which documents they’ll need before that second visit (e.g. 403(b) statement or Social Security estimate) and how to securely send those in.
Answers Virtual Visit
Your second virtual meeting is where you get answers. You’ll see what’s working and what may need to change.
In your Answers Virtual Visit, we walk you through:
- Ways your savings can turn into a steady paycheck when you stop working full-time
- Whether you can afford to step back earlier or if you should wait
- How taxes affect what you keep, not just what you earn
- What health and long-term care costs could do to your plan and how to prepare for them
- How to plan for that older person you someday plan to be
Get your financial health in top shape!
Who is this offer for?
We work with nurses at every stage of their financial journey:
- Building Stage
“I’m paying off debt and/or trying to save.” - You may want breathing room.
- You may be trying to figure out how much should be going into savings or retirement.
- You want to stop feeling behind all the time.
- Check My Track Stage
“I’ve been doing this a while. Am I on the right path?” - You’re earning decent money, maybe contributing to a 403(b) or 401(k), but you’re not sure if it’s enough.
- You don’t want to work forever, but you’re not ready to retire yet.
- You want someone to look at the numbers and tell you if you’re pointed in the right direction.
- Retirement Readiness Stage
“When can I retire and will my money last?” - You’re thinking about cutting your hours or fully retiring.
- You’re worried about taxes, health costs and long-term care.
- You want to know what your income will be when you’re not working full-time.
If you’re in any of those situations above, this offer is for you.
Schedule My Free Virtual Visit
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.