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Our Process

Our Approach To Retirement Success

Our Approach To Retirement Success

A personalized plan, just for you.

You're a complex person, and your financial plan should reflect that. Each one of our clients has a unique family situation, desires for the future, and feelings about finances. Our 5 step process allows us to learn your story and help you build an ending around your personal goals:

Step 1: Discover

This stage is where we learn all about you—your concerns, your dreams, your plans for the future, and the details of your finances. We'll let you know if we feel we can add value to your financial confidence and book our next meeting at this time if you agree with our assessment.

Step 2: Strategize

Here's where we'll take a deep dive into the details of your financial profile, everything from your statements and income to how and when you plan to retire. By analyzing your financial profile alongside your goals, we'll be able to craft a roadmap to your goals.

Step 3: Execute

Now it's time to get started. If we have both decided to work together, our team will begin to collect the necessary documents and information we need to implement the stages of your customized action plan.

Step 4: Advanced Planning

No financial plan should be set in stone. We prefer to think of your custom plan as a living, breathing document that changes as you do. We'll have regular meetings moving forward to monitor the progression of your plan, looking out for any life changes, newfound goals, or challenges that present themselves.

Step 5: Oversight and Forward Planning

Ongoing communication is key from here on out. As we guide you, we'll regularly keep in touch, making you aware of changes in the market that might affect your plan, important deadlines, and events that may be relevant to you. We're always here when you need us, and encourage you to give us a call if you have any questions or concerns.

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