It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
1. Introductory Call - The Learn More Call
This brief, no-pressure conversation is your chance to explore whether we’re the right fit. During this call, we’ll discuss your financial goals and share an overview of our process. If you’re close to or in retirement who have been diligent savers, built a strong nest egg, and are ready to delegate your financial management to a trusted professional, this call is a perfect starting point. Together, we’ll decide on the next best steps for your financial journey.
2. Discovery Meeting
In this in-depth meeting, it’s all about you. This is your time to share what matters most—your dreams, concerns, and goals for the future. I’ll spend the majority of our time listening to understand your unique situation and what’s most important to you. While we won’t dive deep into numbers or present any services yet, we’ll focus on setting clear expectations for our process. By the end, we’ll decide together if moving forward makes sense for your financial journey.
3. Retirement Evaluation
This is where we bring it all together. After addressing any questions from our last meeting, we’ll walk through a clear, straightforward analysis of what your retirement could look like. You’ll leave with actionable suggestions to implement immediately and a complete picture of how we could work together to help you achieve your goals. There’s no pressure or obligation—our goal is to give you the space to make the best decision for your future. Whether you choose to move forward with us or take the analysis and implement it yourself, we’re here to support your journey.
4. Ongoing Service - Building Your Financial Partnership
If you decide to move forward, we’ll begin the onboarding process to make everything seamless. This includes setting up and transferring accounts, creating client logins, and walking you through your new statements. We’ll also establish a clear communication schedule and introduce our regular review cycles to keep your plan on track. Our goal is to ensure you feel confident and supported every step of the way as we work together to manage and grow your financial future.
