We have designed our process to give you a framework for making an educated and informed decision about working together with us. Of equal importance, you will finish this process understanding exactly where you stand in all areas of retirement success.
For people who are a good fit for our firm, there is no cost or obligation for this process. We want you to know the details of each step as we gain your trust and your nest egg.
Before committing your time, or ours, to a face-to-face meeting, this 15-minute scheduled phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a dentist if you needed heart surgery.
If we aren’t a good “fit” for each other, we will gladly suggest a firm that is better suited to your needs.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we requested you bring, will guide our analysis going forward.
During this evaluation and planning process, we will apply our experience and dive deep into all five areas of financial planning that include:
This process will help you answer questions such as:
During this meeting, we will explain exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances. 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 sleep on it.
Having been in the business for more than 25-years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
During this meeting, we will answer any remaining questions you may have, and if you are ready, we will start the paperwork to become a client.
While we would love to work with you, if you decide that we are not a good fit, we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
If this process makes sense to you, the next step is to decide if our qualifications meet your needs.