STEP ONE: GET TO KNOW YOU / Initial Consultation

We spend time with each client to understand where you are currently, and where you want to be. We learn what is important to you both short term goals (1-3 years) and life goals. What does successful retirement mean to you? What needs to take place going forward to live a life of significance and purpose?

 

STEP TWO: DEVELOP YOUR CUSTOMIZED STRATEGIC WEALTH MANAGEMENT / RETIREMENT PLAN

We conduct a comprehensive and holistic analysis of your situation to determine the best strategies for you to reach your goals and create a tax-free retirement. We create a written Financial Plan including a Road Map to clarify what steps need to be taken annually to achieve a tax-free retirement.

 

STEP THREE: IMPLEMENT

Once we’ve determined the best roadmap for your successful retirement, we will guide you through the steps to implement the strategies. We follow the steps in your personalized Road Map.

 

STEP FOUR: MONITOR AND REVIEW

Each year we will monitor the progress of your strategy and come together to discuss any course corrections; and create accountability to take the necessary steps to help you achieve a tax-free retirement.