Don’t hope you’re achieving financial goals, know you are.
HERE’S HOW OUR FINANCIAL PLANNING PROCESS WORKS:
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Step 1: We’ll discover if we’re a fit.A brief call determines if your needs match our expertise. If so, we’ll schedule a meeting in-office (or virtually). If we’re not the best fit to help, we’re happy to recommend someone who is. -
Step 2: Then, you’ll send us some data.We like to collect, at a minimum: account statements and tax returns. Almost every retirement income decision has a tax and investment implication. Once provided, we’ll schedule a meeting to review your summary financial plan. -
Step 3: So we can develop an initial analysis.This initial analysis will clearly answer four key questions:
- How can I retire when I want to?
- How do I improve my portfolio?
- How do I protect what’s important?
- How can I save on taxes?
And tell you what to do to solve your financial pain points.
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Step 4: And, recommend a retirement plan.During our next meeting, we’ll lay out a financial plan personalized for your goals so you can understand exactly what we’ll do to comprehensively improve your finances.
Take all the time you need to decide if you want to move forward with our team. It’s an important decision!
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Step 5: Finally! You can trade worry about the future for sheer excitement.If you decide to work with us, we’ll meet again to collect more information, complete paperwork, set up accounts and prioritize an action plan that starts you on the road to financial independence and the life you’ve dreamed of.
THAT’S JUST THE BEGINNING.
Achieving Your Goals Is Our Long Game.
Financial planning is an ongoing process. We’ll proactively monitor, review, and rebalance your accounts while always keeping our communication with you intentional and actionable.