How It Works
Introduction
Discovery
Analyzing
& Planning
Proposal
Implementation
Ongoing Support
Introduction
On the day of your first appointment, we get to know you – personally, professionally, and financially as you get to know us – our team, approach, and philosophy.
We will also discuss your current situation, expectations, and overall goals to help determine if working together would be valuable for both parties.
Schedule your complimentary consultation using our online calendar or giving us a call.
Discovery
We use an enlightened process of fact and feeling finding that begins with the Color of Money Risk Analysis (COMRA) and Strategy Assessment. These online questionnaires help provide you with a unique insight into where you stand.
Our process of discovery and feedback is a great way for us to approach your specific situation focusing on appropriate topics, in an appropriate way.
Analyzing & Planning
Together, we will create a retirement plan based on your goals.
We will develop a plan of action for each priority area to help get you on track and keep you there. In detail, we will analyze your allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.
A roadmap will then be given to you and made accessible in your Generational Vault that provide tools to help make your finances manageable.
Proposal & Implementation
A customized plan will be presented to you in relation to your goals.
If creating a new account or insurance policies are involved, there is a process that is clear, and documented and ensures any decision you make is the best fit for your needs.
Together, we will implement the plan and to help ensure that things go smoothly from start to finish.
Ongoing Support
We aren’t a “set it and forget it” company.
Working together does not end when the retirement planning process has been completed. Our relationship is ongoing and adjustments will be made with life changes or desired modifications. Refinements can also be made together as we continuously work toward your long-term retirement goals.
Our firm believes that we should engage with our clients to help them work towards their long-term success, and we want you to feel confident that our relationship is progressing as you expected.
Does That Sound Like a Plan?
We’re committed to helping you work towards reaching your financial destination