Project Details
Retirement Kickstart
Alta Vista Therapies needed clarity on rolling three old 401(k)s into a single plan while opening SEP IRAs for new partners.
We compared custodians, mapped tax impact, and scheduled automatic contributions that flex with their seasonal revenue.
Client
Alta Vista Therapies
Category
Retirement Planning
Budget
18,200$
Date
July 12, 2023
Our Retirement Kickstart blueprint documented the rollover sequence, coordinated employer paperwork, and protected withholding requirements.
Now every therapist knows how much to contribute, when to rebalance, and how the plan supports hiring goals for the next five years.
How the plan came together
Goldenleaf made retirement planning tangible with step-by-step action lists and transparent tracking.
Rollover Command Center
Consolidated 401(k) balances, custodial forms, and transfer confirmations in one timeline.
Contribution Calendar
Mapped SEP and Roth contributions to monthly revenue so saving never feels overwhelming.
Income Bridge Model
Projected cash needs between today and retirement, highlighting gaps the team can address early.
Family Briefing Pack
Provided clear summaries for spouses and tax pros so everyone understands the strategy.