Can you actually retire?

Take the first step and see if you’re on track for the retirement you want.

Retirement Plan Overview

Can you actually retire?

Take the first step and see if you’re on track for the retirement you want.

Retirement Plan Overview

Step 1

Intro Call (10-15 Minutes): We know you’re busy and respect your time. This brief chat will determine if your needs match our expertise. Set some time below.

Next Steps: If there’s a fit, at the end of our call we’ll gather some facts and schedule your Retirement Plan Overview.

Step 2

Retirement Plan Overview (45 Minutes): 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 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. This is why we give you a few days to “sleep on it” before following up to gauge your thoughts on our process.

Step 3

Strategy Sessions: 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.

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