Our Process

Introductory Call

We start with a 15-minute introductory phone call to help us both make sure that our expertise matches your situation.

We will also make sure that you understand our process and know exactly what to expect before committing to the “Strategy Session.”

Strategy Session

We use our expertise to answer your critical retirement questions, such as:

Can I afford to retire?
Am I paying too much tax?
Can I eliminate or reduce any threats to my retirement?
Can my portfolio be improved?

In this meeting, we will review the answers to your critical retirement questions and give you actionable advice explaining exactly what you can do to achieve your financial goals.

Determine Next Steps

If we both agree that it makes sense to dive deeper into you planning we will reconvene for your “Next Steps Session.”

Here we will summarize the key advice from your “Strategy Session,” identify the most important action items and discuss the best path forward working together, whether that be a “Flat Fee” comprehensive plan or “Ongoing” comprehensive planning and implementation.

Sleep On It

Having been in business many years, we are in no rush for you to make a decision. We’re interested in creating long-term relationships and want you to be comfortable every step of the way. If you need time to make a decision on next steps, we will invite you to sleep on it.

Comprehensive Planning

Whether you move forward with a “Flat Fee” comprehensive plan or opt for “Ongoing” comprehensive planning and implementation, we will get started putting together your plan in all key areas of retirement and financial planning.

This includes cash flow, retirement income, estate, tax, risk management and investment planning.

The Peace of Mind That Comes from Working with a Professional

We want to do one thing great rather than attempt to be all things to all people. We are retirement-focused financial planners.

Our process is entirely client-driven and designed to simplify the journey to financial freedom for people within 5 years of retirement (work optional) and those wanting to maximize the exit from their business when the time comes.