Welcome
Can I actually retire?
You've worked hard for your money. What do you want it to do for you?
The freedom to retire when you are ready? More time with the people you love? Or simply knowing you have choices? The Freedom Number Check is a short, private way to explore what may need attention before your next chapter.
About 3 minutes · 12 questions · No account numbers needed
Patricia “Trish” Ramirez
Ramirez Wealth Management, Inc. · 35+ years in the financial industry
A note from Trish
Your portfolio gets my attention. So do you.
Hi, I'm Patricia “Trish” Ramirez. I've been in the financial industry for over 35 years, and one thing I've learned is that financial planning isn't just about growing your money. It's about understanding how your money can support the life you want to live.
My firm is boutique by design. I want to know more than your numbers — your family, your goals, your concerns, and your dreams for retirement. Because your life should shape your financial plan.
And sometimes, it's about the questions you haven't felt comfortable asking. Your questions are welcome here, with no jargon and no judgment.
What we'll look at together
Your Number
What do you want your money to do for you — and what will that life cost?
Your Plan
Your life should shape your financial plan. Does yours reflect your retirement goals?
Your Protection
You've worked hard to build your wealth. Have you planned for what could change?
How it works
- 1. Tell us a little about you.
- 2. Answer 12 quick questions across the three pillars.
- 3. See your personal results, and book a free 15-minute clarity call if you'd like to talk them through.