Financial planning

What we do

We establish financial simplicity, clarity, and future growth for the approaching 1M and 1M+ retirement-conscious individual.

Why we do it

We believe true wealth is attained through holistic financial planning that secures your financial freedom and creates future opportunities for those you love.

financial freedom
financial planning

No cost or obligation

Our process is designed to help you make an  informed decision about working with our firm.


We want you to know exactly how we can help you before you pay us a penny.

Step 1

Introductory Call

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

If we aren’t the right fit for you, we will happily point you in the right direction to get the advice you need.

Step 2

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.

Step 3

Comprehensive Financial Plan

We gather all of the important documents and put together an action plan including estate, risk management, cash flow, tax strategy and investment planning.

You’ll receive scores in six financial categories and an action plan for each. This tangible road map lets you track your progress.

Step 4

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. Prior to deciding whether we should work together, you will want to consider the following:

  • Do I like/trust/respect the team at Matthews + Associates?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?
Step 5


At this point, you may feel that your retirement planning is too important to implement on your own.

Let us do the heavy lifting!

We will meet to formalize our relationship and sign the paperwork, making sure there are no loose ends along the way.


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).