Retirement Planning Process
Send in your Retirement Review Questionnaire
We have prepared a brief questionnaire for you to fill out to get the process started. We will then follow up with a video recording where we'll uncover the opportunities we see, and confirm if we are a "Mutual Fit" to work together. We will also provide you with a link to our calendar to schedule a Discovery Meeting if you choose to take the next step. If you want to schedule a "Mutual Fit Meeting" before committing, you can specify in your application. If you are local to the Chattanooga, TN or Jacksonville, FL areas, you can elect to schedule an "In-Person" meeting at our office OR request to play a round of golf with Kevin.
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.