Every person has a unique story, circumstances, and goals for the future. It would be unfair to treat your situation like it is the same as someone else’s, so our process is one of flexibility and customization.

We typically begin by meeting together and having you fill out an open-ended questionnaire. This is something we call “The Discovery” phase of our partnership and it helps paint a clear picture of you, your values, and your goals.

Next, we will meet again. This meeting differs from the first as here will be where we go into the granular detail of income, expense, debt, mortgages, and upcoming capital expenditures (automobiles, real estate, etc).

The data we gather is very important for how we build the plan. We will use proprietary software to create a spreadsheet of income for the balance of your life. It is a sensible practical tool that adds unparalleled clarity to the planning process by examining what assets you will need to live the retirement you want.

With our new insights, we will construct a plan. During this discussion, all of your options will be explained to you so that you can make informed decisions about which plan you feel most comfortable with.

Once the plan is agreed upon and implemented, our partnership will continue into the future. We monitor and regularly review your plan, and will meet with you regularly (via Zoom if needed) to discuss its status, as well as any changes you might be considering.

Are you ready to get started? Let’s schedule a Discovery meeting!