Our introduction process will give you answers to the following questions:

  • Am I going to be able to retire without running out of money?
  • Is my portfolio setup the best way possible?
Step 1

Introductory Call

  • 15-20 minutes on the phone or Zoom to see if we are a potential fit to work together
  • High-level discussion of your financial situation and goals for the future
  • At the end of the call, we will make a mutual decision on whether your situation matches our expertise

introductory call icon
Step 2

Discovery Meeting

  • 45-60 minute in-person or Zoom meeting to clarify your needs and goals

  • Discuss in depth the particulars of your financial situation

  • Review all pertinent documents (investment statements, social security statement, etc)

discovery meeting icon
Step 3

Financial Plan Presentation

  • 30-60 minute meeting to discuss my financial planning recommendations

  • Specific recommendations for your investments, estate planning, life insurance, and any other relevant areas

  • Discussion of fee structure and financial plan implementation. At this point We will ask if you want to begin working with our firm or if you need some time to think it over

Individuals should work with a CPA and estate planning attorney for further support.

financial plan icon
Step 4

Think it Over

  • Take a night and some time to talk with your loved ones to make sure you are ready to work with us

think it over icon
Step 5

Client Onboarding

  • If you decide to move forward, we will have a quick discussion to gather all the necessary information

  • Mail necessary documents for signature

  • Setup online account access

client onboarding icon

Ready to Plan Your Ideal Retirement?

Contact Us Today and Take the First Step!