Schedule online
Choose an available time using our secure scheduling page.
Choose a meeting time →Contact Impact Financial Planning
Start With a Conversation About Your Retirement
Tell us what retirement questions are on your mind and learn whether our ongoing planning process is the right fit.
A comfortable first step
Bring your questions.
We’ll help organize the decisions.
The first conversation is a chance to explain what is changing, ask about our process and discuss whether an ongoing planning relationship fits your needs.
What to expect
- Talk through your retirement goals and main concerns.
- Learn how income, investments and taxes fit together.
- Discuss our services, fees and possible next steps.
Not ready to schedule? Start with the 2-minute checkup →
Call
(860) 251-9293
Call (860) 251-9293 →Visit
85 Felt Road, Unit 503, South Windsor, CT 06074
Service area
Connecticut and Florida, subject to applicable registration requirements.
Start with a conversation
Bring the pieces of your retirement plan together.
Discuss your goals, concerns and the decisions ahead—and learn whether Impact Financial Planning is the right fit.
Schedule a Consultation