Our Process

Take a moment to view our process so that you can gain an understanding of how we serve our clients. 

We hope that this will give you an idea of how we can work together to accomplish your retirement goals. 

Step 1 – Initial Phone Call

Before we commit to working together, let’s make sure that our expertise is a good match for your needs.  This 15 minute phone call is your chance to ask us about our services and to tell us about your unique situation.

If you decide that we aren’t the right fit, we will be happy to direct you to an advisor better suited for your situation.

Step 2 – First Meeting

The goal of this meeting is to get to know you, answer any remaining questions, and to decide if we are ready to move forward in the process. By discussing your goals and current circumstances, we can identify how we can help and give you a better picture of what to expect moving forward.

Step 3 – Discovery Meeting

Welcome! Now that you’re a client, it’s time to get to work!
This is where we gather all of the information we need to properly diagnose your current situation. We’ll also hone in on your current needs and future goals.

Step 4 – Our Analysis

Now it’s our turn to do the heavy lifting.

This is where we use years of experience, training, and expertise to craft a plan that is tailored to your goals and unique needs. 


Step 5 – Presentation Meeting

Don’t worry, we’ll skip the powerpoint slides.

In this meeting, we explain, in plain English, the steps you need to take to reach your goals. We will also take the time to dive deeper into any areas of particular concern.

Step 6 – Implementation

The prescription is useless if you don’t take the medicine.

We work with you to prioritize and implement the recommendations that will get you on track towards your goals. 

Step 7 – Monitor and Update

Financial planning is never finished…

Our goals and financial circumstances are always changing. And adjusting to those changes is what will keep you on track towards your retirement goals. That’s why we monitor your plan and update it as life happens. 

If our process makes sense to you, schedule a call and find out if our qualifications can meet your needs.