Schedule a Conversation with Sunwook Jin.
CFP®, CRPC®, CMFC®, EA
This is a first conversation. No cost, no presentation, no obligation.
It is built for people within about 10 years of retirement, and for people already retired who are rethinking the plan. If your savings sit across several accounts and you want them reviewed together instead of one at a time, this conversation is for you.
If you are earlier than that, say so when you schedule. We will point you toward what would actually help, or connect you with someone else on our team.
What we will cover
- Where you are now, and what is coming up over the next few years
- The parts that feel unclear or unfinished
- Whether working together makes sense, and what that would look like
This is not a sales presentation. I won’t put a product in front of you.
Meeting details
- Calendar reservation: up to 1 hour
- Most conversations run shorter, depending on your questions
- By Zoom, or in person at the Apex office if that is easier
- You will get a confirmation email with the details right after you schedule
- If you took the Retirement Confidence Assessment, have your score handy. We will start there
Documents, if you have them
If there are documents you would like me to look at beforehand, such as statements, plan summaries, or benefit information, you can upload them at redwoodfn.com/upload.
This is optional. You don’t need anything for a first conversation.
Not ready to schedule?
The Retirement Confidence Assessment is a short set of questions about what’s clear in your retirement picture and what isn’t. You’ll get a score and an explanation by email.
No cost, and no call required.