Our Process

Helping you take steps to plan for tomorrow by preparing today.

Step 1: Discovery Meeting

• Discuss current life situation, values, dreams, clarify goals

• Identify strengths, opportunities and challenges to reach those goals

• Clarify WHO we are, WHAT we do, and HOW we are compensated

Step 2: Strategy Session

• Provide diligent review of current financial resources

• Deliver clear recommendations and thoroughly defined action plan

• Establish value and commitment

Step 3: Execution & Advanced Planning

• Implement goal-oriented personalized plan

• Allocate funds to agreed-upon retirement strategies

• Identify additional professionals as needed (health care, tax planning, estate planning)

 Step 4: Monitoring and Education

• Consistent, periodic monitoring of progress

• Review objectives and adjust plan as life changes (widowhood, divorce, disability, etc.)

• Provide relevant correspondence and educational opportunities