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Charlie Jordan, CPA, CFP®, CeFT® Mar 23, 2022 3:24:00 PM < 1 min read

Retiring Well: The Retiring Well Framework

Bright Ideas with CI Brightworth presents:

The Retiring Well Podcast with Charlie Jordan

In today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement, and the Ten Elements of Retirement. These areas form the foundation of our counsel, content, and resources in helping our clients Retire Well!

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Charlie Jordan, CPA, CFP®, CeFT®

Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.