What are the first 2 or 3 steps someone approaching retirement and feeling unprepared should take to start building a one‑of‑a‑kind financial plan?

Mike MilliganFounder and CEO, 1.oak Financial · Founder and CEO, 1.oak Financial

Q&A with Mike-How to Assemble Your One of a Kind Retirement Plan

27 Mar 2026 · 1 min

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0:52

In this segment of the YouTube Q&A, Mike Milligan addresses retirees who feel unprepared. He outlines the first two to three concrete actions they should take to begin building a personalized retirement plan. Step 1 is to call his firm directly. Step 2 (and the most critical) is to obtain a copy of his book, The One of a Kind Financial Plan, available on Amazon, and read it. By doing so, prospective clients will understand the firm’s process and how the book’s framework can be applied to their unique life circumstances, enabling them to move forward with a customized financial plan.

Questions this video answers

1. Call the firm. 2. If you’re a reader, order the book *The One of a Kind Financial Plan* on Amazon, have it delivered, and read it to understand how to work with us and build your personalized plan.

Chapters

Let me go into our next question. For someone approaching retirement who feels unprepared or overwhelmed, what are the first 2 or 3 steps they should take to start building a one-of-a-kind financial plan right now? Number 1, call. Number 2, if you're a reader, I would say get a copy of the One of a Kind Financial Planning book. The One of a Kind Financial Plan is on Amazon. You can order it right there to be delivered to your house. If you order it today, it'll be there in 2 days. Thousands upon thousands of people have read the book. Many reviews are right there on Amazon if you want to see it. But if you are a reader, read the book, because then you're going to know exactly that when you call in, how you actually can work with us and how you actually can build the one-of-a-kind financial plan for your one-of-a-kind life.