Can you actually retire?

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

Can you actually retire?

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

STEP 1

Intro Call (10-15 Minutes): We know you’re busy and respect your time. This brief call will give us both a chance to confirm that your needs match our expertise. Schedule some time below.

Next Steps: If we determine that there is a fit, at the end of this meeting we will gather a few facts and schedule your Retirement Plan Overview.

STEP 2

Retirement Plan Overview (45 Minutes): During this meeting we’ll discuss your Retirement Plan Overview. Although it’s preliminary, it will help determine how feasible your existing retirement plans are. We will get perfectly clear on your goals, current situation, and areas of improvement. We will 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: After a few days, we will touch base with you and gauge your thoughts on the process.

STEP 3

Strategy Meetings – If we both agree to move forward, we move on to the plan development phase. We construct timelines, collect outstanding information, and research solutions to organize your plan. Based on the service offering, we will meet throughout the year to discuss options and custom recommendations designed to help you meet your goals.

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