Because retirement shouldn’t be a surprise diagnosis
Get a personalized financial checkup to assess your strengths, identify gaps, and gain expert guidance—all in just one session.
Is the Retirement Checkup What You Need?
If you...
- Feel unsure about your retirement plan
- Wonder if you’re saving enough for the future
- Want a second set of expert eyes to spot gaps
- Just want peace of mind (and a clear action plan)
Then the Retirement Checkup was made for you!
How it works: A 4-step process
Step 1: Book your session below
Step 2: Complete your financial information form
Step 3: Meet a financial planner for your one-hour checkup
Step 4: Walk away with your personalized Retirement Readiness Report
What you will get?
A custom financial report
One-on-one strategy session
One-on-one strategy session
A clear breakdown of your financial picture.
One-on-one strategy session
One-on-one strategy session
One-on-one strategy session
A private session with a Spark Financials advisor
Tools to move forward
One-on-one strategy session
Tools to move forward
Leave with clear, confident next moves.
Just like a doctor’s visit, a strong retirement plan starts with a check-up.
You're in charge, we're here to guide you.
Hi, I’m Danielle Miura. I know planning for retirement can feel overwhelming; there’s so much to consider, and it’s hard to know where to start.
That’s where I come in. By the end of your journey with me, you’ll have a clear picture of what you’re doing well, what needs improvement, and the steps to take next.
You’ll walk away feeling confident, empowered, and ready to take control of your financial future.
Frequently Asked Questions
Please reach us at dm@spark-fin.com if you cannot find an answer to your question.
Anyone looking for a fresh financial perspective, no matter where you are in your journey.
After booking, you'll receive a Financial Information Form to gather key details—statements, balances, tax info, and goals.
Complete & return it at least 3 business days before your session so we can analyze your finances and prepare your personalized report. The more thorough you are, the more valuable our time together will be!
You’ll walk away with clear next steps, whether you choose to work with us further or take action on your own.
This is a one-time checkup. If you need ongoing support, we’ll discuss options that fit your needs.
No problem! This checkup is about helping you feel confident at every stage, whether retirement is around the corner or decades away.
Schedule a meeting above to begin your Retirement Readiness Checkup. In this session, you'll receive a personalized financial review to assess your strengths, identify any gaps, and get expert guidance.
Not ready to book your Retirement Checkup yet?
That’s okay—this is your journey, and we’re here when the time feels right. In the meantime, explore our free resources(above) designed to help you feel more confident, informed, and in control of your finances.
Whether you're just starting to plan, navigating a transition, or simply curious, there’s something here for you.
Because every empowered decision starts with knowledge..