Our method is designed to give you confidence and clarity throughout the financial planning process.
WE UNDERSTAND THAT THESE ARE IMPORTANT AND CHALLENGING DECISIONS. IT IS IMPORTANT FOR US TO PROVIDE YOU WITH A FRAMEWORK SO YOU CAN KNOW WHAT TO EXPECT.
Before we start, remember:
We don’t want to rush you into these decisions. The introductory process will help you determine if we can help.
The BIG THREE Answers
We respect your time and want to give you useful answers about your financial future.
1️⃣ Learn More Meeting
This time together will help us get a deeper understanding of your dreams, needs, and concerns. This allows us to get a sense of what work we need to do. We want you to leave this meeting feeling more comfortable with us and our process.
2️⃣ Retire Ready Blueprint
- Can I reach my financial goals?
- What do I need stay/get on track?
- Is there room for improvement in my investments?
- Plan for the 3 Big Risks in Retirement
3️⃣ Pursue Your Passions
We will continue to monitor your situation and modify if needed. Our extensive research will help us do this. Informing you and keeping you engaged in the process will help us improve. We will walk with you every step of the way.