Work With Our Retirement
Planning Experts

Are We the Right Fit for You?

We work with pre-retirees and retirees age 50+.

You’ve diligently saved at least
$1 million, but want to feel confident you’re doing retirement planning right.
You prefer to spend your retirement living life, rather than planning for it.
You see value in working with experienced financial advisors.
Schedule an Intro Call

What to Expect When Getting Started

The goals, values, hobbies, and vision of you and your family drive every decision we make.
Our framework connects those details with your entire financial picture.

STEP 1

Introductory Call

Share what’s on your mind and ask any questions,
without the pressure of detailed reviews or sales
pitches. No homework, no pressure. Just an
honest conversation to learn how we can help.

STEP 2

Summary Review

If we’re the right fit for your needs, we’ll begin discussing
what we call your Financial Summary. You’ll learn more
about our “Business Plan for Life” philosophy, as well as
what the next steps could look like.

STEP 3

Recommendations

We’ll walk through our recommendations and next
steps in detail. You’ll get a better understanding of
how each decision works together to move you
closer to your retirement goals.

STEP 4

Starting Together

Getting started is simple. Once you become a client, we’ll
build the foundation for a financial plan that can evolve
with you. As lifelong partners, we’ll be here to answer questions and address concerns every step of the way.

Schedule Your Introductory Call

Questions we’ll ask during your no-obligation call:

  • What’s on your mind?
  • What prompted you to reach out?
  • What concerns do you have about retirement?
  • What would you like your life to look like in retirement?
  • What are you looking for in an advisor relationship?

Hear From Our Clients

“We’ve been working with Calamita Wealth Management for two months, and the experience has well exceeded what we were hoping for. Britton is helping us make sense of a retirement plan that—hard as it is to believe—is suddenly upon us…”

– Paul Johnson, Charlotte, NC

“Britton and Todd with Calamita Wealth Management provides comprehensive retirement planning and financial planning. Their attention to detail provides us with a roadmap to gauge our investments and spending. The attention to details are evident in our discussions and much appreciated. Thank you.”

– Leigh Kokenes, Raleigh, NC

“Todd is so easy to talk to. He acts like you are his only client and I never feel rushed. He has lots of great programs that help forecast where our finances will be if we continue down the path we’re on.”

– Mary Leigh J, Charlotte, NC

“Calamita Wealth Management has been a complete game changer for us. They genuinely care about their clients’ well-being and personal goals, offering personalized and trusted guidance every step of the way…”

– Kelly Fillnow, Charlotte, NC
READ ALL CLIENT REVIEWS

Disclosure

Not Quite Ready to Book a Call?

Start by taking our no-obligation Free Retirement Assessment
to see where you stand today and how you might be able to
prepare for the next steps before retirement.
GET MY FREE ASSESSMENT

Financial Advisor FAQs

What happens during the introductory call?

Your introductory call is a relaxed conversation focused on your goals, concerns, and what you’d like retirement to look like. We’ll answer your questions, explain our planning process, and help you determine whether our approach is a good fit for your needs. There are no sales presentations, investment reviews, or pressure to move forward.

Is there a cost for the introductory call?

No. The introductory call is complimentary and comes with no obligation. Our goal is simply to learn more about your situation and help you decide whether working together makes sense.

How do I know if I’m ready to speak with a retirement advisor?

Many people reach out when retirement is approaching, and they’re looking for clarity about their financial future. You may benefit from a conversation if you’re wondering whether you can retire comfortably, how to create retirement income, how to reduce taxes, or how to make confident financial decisions during retirement.

What questions should I ask during a retirement planning consultation?

Common questions include whether you’re on track to retire, how much income your savings can generate, when to claim Social Security, how taxes may impact retirement income, and whether your investment strategy aligns with your goals. We encourage you to bring any questions that are important to you.

How long does the introductory call take?

Most introductory calls last about 20 to 30 minutes. This gives us enough time to learn about your situation, answer your questions, and discuss what the next steps could look like.

What happens after the introductory call?

If it appears we’re a good fit for one another, we’ll discuss the next phase of our planning process and begin gathering information to better understand your complete financial picture. You’ll have the opportunity to decide whether you’d like to move forward, and there is never any obligation.

Can we meet virtually?

Yes. We work with many clients through virtual meetings, allowing us to provide guidance and support regardless of location. If you prefer, we’ll discuss the meeting options available to you during our initial conversation.

Am I obligated to become a client after the call?

Not at all. The introductory call is designed to help both you and our team determine whether a long-term advisory relationship makes sense. If we’re not the right fit, we’re happy to point you in the right direction.