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