top of page
Westlight Wealth Logo
Smiling senior couple looking at a smartphone on a sofa

Retirement
Assesment

Get a clear read on your retirement readiness in minutes. We estimate income needs, identify savings gaps, and outline practical steps so you know exactly what to adjust and when.

See your Numbers in 5 Minutes

Preview your future in minutes, before we ever meet.

Secure portal powered by RightCapital – no obligations, no credit card.

Contact

Click “Schedule” to book your free 15-minute discovery call, or reach out directly, we respond within one business day.

Phone: (310) 917-1061

Meeting Office (by appointment only): 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Registered Office: Venice, CA 90291

Hours: Monday–Friday, 8:00 a.m.–5:00 p.m. PT (evening slots by request)

APPROXIMATE INVESTABLE ASSETS

By sending, you agree we'll only use this to reply. Nothing here creates an advisory relationship.

Let's Talk

Ready to go beyond the numbers?

The assessment gives you a snapshot. A 15-minute call turns that snapshot into a plan you can actually act on.

Fee-only   ·   Fiduciary   ·   Independent

WHAT HAPPENS NEXT

01

We talk for 15 minutes.

You share what's on your mind. I listen, ask a few questions, and we see if there's a fit.

02

You get a clear next step.

If there's a fit, we'll talk about what an ongoing relationship looks like. If not, I'll point you toward someone better suited. Either way, you leave with clarity.

03

No obligation, ever.

Fee-only means no commissions and no product sales. You won't be sold anything.

bottom of page