Initial Interview

This is a get to know each other meeting. The goal is to find out about each client’s circumstance, their goals and time lines. If we feel it may be a fit for us to work together and we can help, we will schedule an Action Appointment.

Action Appointment

In this meeting we make recommendations as to what steps the client will need to make in order to help them be ready to retire. We will also schedule Follow up Appointments to “tweak” retirement recommendations and plans as things change.

Follow Up Appointment

Many things can and will happen that affect your retirement plans. The economy may change, a relative may need your help to care for them, and children may spend longer in school than expected. In each of these appointments we address what has changed and how it will affect your plans.

Retirement

We transition you from employee to retiree. Because we have worked with you along the way this is a simple process. We are able to invest your assets with your goals in mind.

Lifetime Relationship

Because of the personal service provided, we develop lifetime relationships with our clients and they are our best source of future clients through referrals.