OUR PROCESS

We’ll gain an understanding of your retirement stage, concerns, and goals; build an integrated wealth management strategy based on your objectives; and meet regularly to review.

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MAKING THE INTRODUCTION

In this complimentary call, we discuss what prompted you to reach out. You’ll learn how our services can be applied to your scenario, and we’ll mutually decide whether we should move forward.

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GETTING ACQUAINTED

We meet in person or remotely to gain a clear understanding of your current financial picture, specific concerns, and your ultimate goals and dreams. We answer all your questions so you can make an informed decision about working with us.

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SLEEPING ON IT

We understand that this is a relationship, and like all relationships, it is important that we are a match. Once you are ready, we move forward with your retirement planning.

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GETTING ORGANIZED

We kick off our multi-meeting process to build your personalized strategies. We’ll collect your financial data and begin building a plan.

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PRESENTING YOUR FINANCIAL PLAN

We present your personalized plan over two or three meetings. This time frame allows you to fully process our recommendations and revise as needed before acting.

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Taking ActioN

You’ll never be alone! We are here to empower you to make exceptional decisions while we take on the heavy lifting of carrying out your plan.

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MONITORING PROGRESS

We meet with you semiannually to revisit your goals, assess progress, and make course corrections as needed. Our door is always open—please contact us whenever you face a financial question or concern!