Your Retirement Clarity Call Is Confirmed!
We're looking forward to speaking with you!
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A PERSONAL MESSAGE FROM JERAN
Watch this 2-minute video for important information about your upcoming consultation
NEXT STEPS TO PREPARE FOR YOUR CONSULTATION:
2. GATHER THESE FINANCIAL DOCUMENTS (IF AVAILABLE):
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Recent investment/retirement account statements
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Most recent tax return (first 2 pages only)
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List of your primary financial questions or concerns
Note: These are helpful but not required. We can still have a productive consultation without them.
3. TEST YOUR ZOOM CONNECTION
​Ensure your camera and microphone are working properly to make the most of our time together.
During Your 30-Minute Retirement Clarity Call, We'll:
✅ Review Your Current Financial Picture - Identify areas of strength and opportunity in your retirement strategy
✅ Clarify Your Retirement Vision - Discuss what retirement truly means for you and what you want your future to look like
✅ Outline Initial Action Steps - Determine the most impactful moves you can make right now to move toward retirement confidence
✅ Explore How We Work Together - Learn if our approach might be the right fit for your retirement journey
This is a zero-pressure conversation focused entirely on providing you with clarity and value.
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NEED TO RESCHEDULE?
Life happens! If you need to reschedule your consultation, you can do so easily:
There is a reschedule link in your confirmation email!
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Please give at least 24-hour notice so we can offer your slot to someone else.
STILL HAVE QUESTIONS?
Contact us directly at:
Email: support@centeredfinancial.com
Phone: (760) 542-2354
Hours: Monday-Friday, 9am-5pm PT
Your financial peace of mind is just one conversation away.
Oz and Joanne See Their Hard Work Come to Fruition
When Oz and Joanne first connected with Jeran, they had already spent several years working with a financial advisor, yet still felt uncertain about their long-term financial future — especially as they looked toward retirement.
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During their initial meeting with Jeran, the connection was immediate. He took the time to understand their unique situation, history, and hopes for the future. Although they had been diligent with their finances, Oz and Joanne were still looking for clear, personalized guidance to help them confidently transition into retirement.
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Working closely with Jeran, they created a strategic retirement plan that aligned with their values and long-term goals. Over time, this plan gave them the clarity and reassurance they needed — replacing uncertainty with a sense of purpose and direction.
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Now, in retirement, Oz and Joanne are experiencing the full reward of their hard work. Retirement is no longer a looming unknown; instead, it’s a chapter they’ve stepped into with confidence. With thoughtful planning and the right support, they’ve seen their efforts come to life — and are living the retirement they envisioned.