The first step in our process is to meet with you either in-person or via zoom, to discuss your goals and understand your needs. This is the time to bring your statements, holdings, documents and wish list ideas you want to incorporate into your financial life. We’ll be offering our own ideas as well as addressing any questions or concerns you may have. Let’s take this opportunity to get to know each other and determine if we’re the right fit for each other!

Once you’ve decided to move forward with us, the next step is to diagnose your finances and provide recommendations on how to get them in better shape. In this meeting, we will discuss how we plan to solve the issues you are currently facing and put a rough plan in place to achieve your short and long-term goals. You will start to feel any anxieties slip away as we educate you on how to successfully plan to and through retirement.

As we get closer to finishing your tailored plan, we will meet with you once more to address any questions or concerns you might have. From here, we put the plan in motion and remedy any current problems you are facing and get you on a track to avoid any future stress with your finances. You will now be in a position to live a fearless retirement!