Our Process

If you’re retiring soon, we want to help you understand several key areas:

  1. How can we maximize income in retirement?
  2. Is there potential for using tax-efficient strategies?
  3. Are there improvements that can be made to your investment portfolio?

We go over answers to these questions, and more, in our complimentary consultation, in advance of you making any decision to work together.

How does this all work?

Step 1

Schedule a free, 30-minute phone call. I'll listen to your story.  If I think I can help, we’ll schedule a second meeting where we will answer the 3 questions above.

If we aren’t a good fit, I will introduce you to a firm that is better suited to your needs.

Step 2

After we have discussed the planning process, our expectations and specific recommendations to you, I'll offer my solution and the fee to work together.

At the end of this meeting, I'll ask if you would like to begin working with our firm or if you would like to sleep on it. If it is yes, on to Step 3.

Step 3

We set 3 initial meetings. We talk, a lot, about you, discover goals, hopes and dreams.  I collect a lot of information so I can understand where you are today.

We'll create a priority action plan bringing it all together.  We work on completing items throughout the year so that you can achieve what is important to you.