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HOLISTIC WEALTH PLANNING

At Lestna Retirement, we are convinced that "fortune favors the prepared mind." That's why we believe so strongly in holistic wealth planning. Not only that it goes beyond traditional investment management but because it is personal. We work closely with you to develop understanding of your goals, values, and unique circumstances. By being deeply involved in guiding you, we will work with you to create and implement strategies that will benefit your family, loved ones, and causes you care about.

Holistic wealth planning is a dynamic process that requires monitoring and periodic updates. Our software allows us to see your complete financial picture, develop financial strategies, and provide timely recommendations. Through comprehensive reports and 24/7 online access, you will be able to see you progress and know precisely where you are now on your path towards reaching your goals.

LET'S PLAN TOGETHER

A GLIMPSE IN WHAT WE DO

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Does Your Portfolio Fit You?

Let's Check It Out

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Capture Your

Risk Number®

The first step is to answer a 2-minute questionnaire that covers topics such as your top financial goals and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Align Your

Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. 

When we are finished, you’ll better understand what we can do to increase the probability of success.