What to Expect
Does Your Situation Match our Expertise?
We work best with people in retirement or nearing retirement.
Our clients are diligent savers and typically have at least $500,000 in retirement accounts/investments.
We serve kind people who value expert guidance.
4 Simple Steps
Discovery Call - Let’s get to know each other and see if we’re the right fit for you. This is a time for you to tell us about your pain points, and see what initial questions you have. You can expect this call to take anywhere from 10-15 minutes.
Introductory Meeting - At this appointment, we will discuss in detail what areas you would like assistance and see what questions you have. This is our time to learn about your story and where you would like to go next.
Strategy Review - During this session we will review your existing plan and propose a new plan, providing a tailor-made strategy with actionable steps to help us solve any pain points. We respect your need for thoughtful consideration. Please take your time, reflect on our discussions, and sleep on it before deciding. We value your comfort and alignment with your needs.
Strategy Updates and Onboarding - After careful consideration of your Strategy Review we will meet to discuss any questions or changes that need to be made. At this point we will finalize the game plan and get started with your client onboarding.
Discovery Call - Let’s get to know each other and see if we’re the right fit for you. This is a time for you to tell us about your pain points, and see what initial questions you have. You can expect this call to take anywhere from 10-15 minutes.
Introductory Meeting - At this appointment, we will discuss in detail what areas you would like assistance and see what questions you have. This is our time to learn about your story and where you would like to go next.
Strategy Review - During this session we will review your existing plan and propose a new plan, providing a tailor-made strategy with actionable steps to help us solve any pain points. We respect your need for thoughtful consideration. Please take your time, reflect on our discussions, and sleep on it before deciding. We value your comfort and alignment with your needs.
Strategy Updates and Onboarding - After careful consideration of your Strategy Review we will meet to discuss any questions or changes that need to be made. At this point we will finalize the game plan and get started with your client onboarding.