Initial Phone Call
Day 1
The first step in our process is a 30-minute phone call to make sure we're a good fit and that our approach fits your financial needs.
Step 1:
Destination
Day 7
We believe the first step in planning for retirement is to map out your vision for the future. During this complimentary meeting we will discuss:
Your dreams and aspirations for your future and get crystal clear on your retirement goals, needs, and concerns.
Step 2:
Design
Day 21
Now that we know your goals and financial figures, we will apply decades of financial planning experience to put together your custom retirement blueprint.
During this quick check-in meeting, we'll go over the "rough draft" of the plan and give you a chance to ask any additional questions.
Step 3:
Delivery
Day 30
During this meeting we will deliver your custom retirement income blueprint with action items in practical terms you can understand.