Get the Retirement Readiness Guide

Alterra’s six-step process for taking stock,
taking action, and stepping confidently into your future.

We know that unlocking your wealth’s potential begins with clarity—clarity about what you have, what you need, and what steps you can take to help you retire with confidence when the time is right. After all, the idea of retiring should feel exciting, not stressful!

The Retirement Readiness Guide is a 6-step guided process filled with bonus tips and recommendations along the way. It’s designed to offer you a straightforward pathway to determine where you are on the road to retirement and chart the course to get you where you want to be. Steps 1–4 help you identify how much you need in your portfolio to know when you can retire with confidence. Steps 5 and 6 enable you to establish effective strategies for managing your cash-flow and portfolio throughout your retirement years.

Take your time with this process! You’ll get the most out of it by making sure you’ve gathered all the information necessary to offer you a clear snapshot of where things stand.

All the best,