Get started in 4 easy steps:
1. Getting to Know You and Fact-Finding
During our first visit, we ask a lot of questions to understand you and how your current financial plan is organized.
2. Testing and Reporting
The second time we meet, we share the results of our analysis and decide whether or not to work together.
3. Getting Started
The third time we meet, we begin paperwork that allows us to implement the changes you desire. This is when we officially begin working together.
4. Building a Plan
After you become a client, we build and execute your personalized Successful Retirement Plan that will help you reach your retirement goals.