Blog Phase 1 of the AGILE Retirement Journey Jeremie Patrick September 28, 2020 Project Wealth Working with an Adviser Phase 1: Assess Goals Print this page Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth. Related Articles Use the Ten Years Prior to Retirement to Position Yourself for Success Jan 24, 2020 See all Project Wealth posts