Retirement Planning Process
Send us Your Retirement Readiness Questionnaire
Start with our Retirement Readiness Questionnaire below so we can learn more about you and what you're trying to accomplish. Assuming we are a good fit, we'll follow up with a link to schedule your first meeting where we will discuss what it would look like to work together and begin the Discovery process.
Discovery Meeting
This meeting will be approximately 1-2 hours so we can clarify your most important financial goals, priorities, as well as discuss what keeps you up at night. We will also make sure to collect all of the necessary financial data we need to build a comprehensive financial plan for you.
Retirement Plan Review
Now that we have learned more about your goals and financial situation, it is time to create clarity on what specific action items will improve your retirement plan. Oh, and we'll do this in plain English for you so you don't have to feel lost in the process. Our Five Pillars of Retirement will include; Income Planning, Investment Management, Tax Optimization, Risk Management, and Financial Legacy.
Implementation
This is the MOST important step! After prioritizing the action plan, we will help with all of the heavy lifting, as well as ensure that we stay on track for your goals. Additionally, if we need to pivot based on personal, financial or economic circumstances, we will help you navigate all of the complex decisions leading up to and during your retirement.