Can you actually retire?
Take the first step and see if you’re on track for the retirement you want.
See below.
Can you actually retire?
Take the first step and see if you’re on track for the retirement you want.
See below.
Step 1
Intro Call (10-15 Minutes – phone or virtual): We know you’re busy and respect your time. This brief chat will help you determine if your needs match our expertise.
Next Steps: If there’s a fit, we’ll gather some facts about you and schedule Step 2.
Step 2
Retirement Plan Overview (45 Minutes – virtual or in person): After reviewing the information you’ve provided, here’s where we’ll discuss the results of your Retirement Plan Overview. While it’s just preliminary, it can start to answer some of the more pressing questions you may have:
- Have I saved enough?
- Am I on track?
- What changes should I make?
By the end of this call, we’ll get perfectly clear on your goals, current situation, and areas for improvement. We’ll also introduce you to our philosophy, process, and service offering. You will get to know who we are and what we do. After that? Sleep on it.
Next Steps: We understand that hiring the right advisor can be a challenge and nobody likes to be “pushed.” This is why we give you a few days to “sleep on it” before we follow up to gauge your thoughts on our process.
Step 3
Strategy Sessions (virtual or in person): If we both agree to move forward, we begin the plan development phase. We’ll construct timelines, collect information, and research solutions to organize your plan. Based on the service offering, we will meet throughout the year to discuss options and recommendations designed to help you meet your goals.
Next Steps: If this process sounds like a fit for you, schedule some time below.
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