Services

How We Can Help You Retire

We have designed our introductory process to help you make an informed decision about working with us and, to give you substantial and helpful guidance on your journey in retirement.

We accomplish this by giving you an opportunity to experience how we can provide value with no obligation on your part. We charge absolutely nothing for you to go through this process with us. At the end of the process, you will have answers to your most important retirement questions and, we can both decide if it makes sense for us to continue the relationship.

We specialize in guiding you through the retirement process and into your retirement years. Typically a good time to start is around five years or less before retirement. Our clients realize their financial resources are there to provide for their life. They value professional objective financial guidance and understand that it frees them up to focus on the essential things in life like family, charity, personal growth, or any other goal they enjoy.

Step 1 – Introductory Phone Call

A 30-minute phone call will give us an opportunity to meet each other and make sure our skills and processes are a good match for your needs. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

Step 2 – Discovery Meeting

This meeting is to help to understand your goals and desires. We believe your financial resources are there to provide you with the life you desire. The better we know where you want to go in life, the better job we can do advising you. Before this meeting, we will ask you to provide us with a few important documents to allow us to put together your initial plan.

At this meeting, we will go through the process of sharing our investment philosophy. Your investment philosophy is a critical piece that too many people don’t create when working with a financial planner.

Step 3 – Plan Presentation

We present our analysis of your resources, goals, and investment philosophy to answer your questions:

This is where you will see how we can help guide you throughout your retirement. Financial Planning is a process, not an event. Your Financial Plan is always evolving to keep up with the inevitable changes in life that come your way.

At the end of this meeting, we will ask if you would like to begin working with our firm. Of course, you don’t need to make a decision right then. Our relationship is something we hope will be mutually rewarding and last for decades. We want you to be completely comfortable before you commit to working with us. While we would love to work with you, it has to be a good fit for both of us. If you feel the fit is not right for you, we appreciate and respect your decision.

Step 4 – Here We Go!

We will regroup with you to answer any outstanding questions and welcomed you to our new client process.