Step 1 - Initial Meeting
During this cost free initial consultation, we will establish our roles in working together - including a clear representation of our fees.
The main purpose of this meeting is to clearly define your specific goals, concerns, and expectations for your future, along with gathering pertinent financial information to asses your unique financial situation.
Step 2 - Analysis
During this behind the scenes step, our team will apply our decades of experience and knowledge to your specific situation. We will create the basis for your financial plan.
Step 3 - Presentation of analysis
During this meeting, we will explain to you in simple, easy to understand terms exactly what you need to do to work toward your desired future. You will receive your own personal financial plan including a road-map to pursuing the retirement you've desired.
Step 4 - Implementation
During this behind the scenes step, we give you time to review our analysis and recommendations. We hope you decide to join our family, but also understand that we are not a good fit for everyone. If we are not, we will wish you all the best. There is never a hard-sell or pressure to say yes. Our process is about you, not us.
Step 5 - Plan Stewardship