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.

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

First Office or Virtual Meeting

Like in medicine, prescription before evaluation and diagnosis is malpractice.

The goal of this meeting is to get crystal clear on your goals, concerns and unique financial situation.

We will take your answers to our questions, along with the data in the documents you provide us, to drive our analysis. This will result in plain-English answers to the critical retirement questions

Step 3

Analysis & Second Meeting

Here we apply 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 4

Sleep On It

Having been in business many years, we are in no rush for you to make a decision. We are interested in creating long-term relationships and want to make sure you are 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

Get Started!

At this point, all of your questions have been answered and you will have received an outline of the process moving forward. We will meet to formalize our relationship and sign the paperwork, making sure there are no loose ends along the way.

We can’t wait to get started helping you and your family!


The Peace of Mind That Comes from Working with a Professional

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

Our entire process and toolkit are designed to simplify the journey to financial freedom for people within 5 years of retirement (work optional).