Our Process

It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.

We believe a detailed planning process can be one of the most effective ways to create financial confidence. An effective plan may not only provide financial confidence throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

So What Are The Steps?

Introductory Meeting

Exploration & Preliminary Planning

After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be. In order to make your Retirement Analyzer Simulator™ personal and accurate, you will need to have detailed information about:

Recent pay stub(s) so we can accurately calculate current income.
Current balances of any Retirement Assets
Most recent copies of any personal insurance statements
A recent Statement(s) of Benefits from the Social Security Administration
Insurance or pension benefits provided by your employer, if any
Most recent tax return (state & federal)

Building your Retirement Analyzer Simulator™ Current Situation

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your plan, so it transitions along with you.