A 3-step process to help you evaluate our services and make an informed decision about working together.
Our financial planning professionals provide the most value to the individuals who:
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.
Like a doctor, it’s important to diagnose before we prescribe. The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.