Broker Check

Our Process

Initial Phone Call

Initial Phone Call

The first step in our process is a 15 minute phone call. We want to make sure we are the right match for a potential client and that our expertise fits your financial needs.

*After all, you wouldn't see an optometrist if you needed foot surgery!

Step 1:<br/>Destination&#160;<br/>

Step 1:

We believe the first step in planning for retirement is to map out your vision for the future. 

What are your priorities, dreams and aspirations for your future?  During this meeting, our team (in-person or virtually) we will get crystal clear on your retirement goals, needs, and concerns. 

You talk, we listen!  

Step 2:<br/>Design<br/>

Step 2:

Like a doctor, it’s crucial to conduct a thorough diagnosis before providing any prescriptions or recommendations.

The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, we will review our findings and recommendations and answer three key questions:

1. Can you afford to retire?

2. Can your portfolio be improved?

3. Can you eliminate or reduce threats to your retirement?

*At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think it over.  We are looking for long-term relationships, not a quick transaction.  There is never a hard sell or pressure to say “yes.”


Step 3: <br/>Deploy<br/>

Step 3:

During this meeting, we will address any questions you may have and, if you are prepared, initiate the necessary procedures to onboard you as a client.

Ready to Take the First Step?

Thank you!