Our Process
Overwhelmed by the idea of planning for retirement? There’s no need to be. We walk you through our streamlined process to help ensure all aspects of your financial life are working together to achieve your financial goals.
Step 1:
Identify your goals
We begin by getting to know you, your family, your vision for retirement and any challenges that may stand in your way. We then help you articulate your specific retirement goals. This is a vital step in the process, as your goals guide all decisions made from here forward.
Step 2:
Gather information
The next step is to conduct a deep dive into your finances, accounts insurance, investments, income, retirement savings and more. We use all this information to begin developing a picture of where you stand today and what gaps or opportunities we need to address.
Step 3:
Devise a plan
Using the information we now know about your goals and current financial situation, we draft a custom plan to meet your needs. We present you with specific recommendations to help chart a course toward achieving your retirement goals.
We take time to explain all recommendations in a straightforward manner to help ensure you are comfortable and well informed about all options. We discuss any concerns you may have and revise our recommendations as necessary based on your feedback.
Step 4:
Implement
Once you approve of your custom plan, we take the lead in transferring assets and implementing your strategies. We walk you through all necessary paperwork and help facilitate a smooth transition. We also set you up with secure online access to your accounts. Now, you’re up and running!
Step 5:
Monitor and adjust
Once your plan is in place, we continuously monitor your progress and make adjustments as necessary to keep you on track toward your goals. We meet with you on a regular basis to check in, review your progress and recommend any adjustments necessary to keep you on course toward achieving your retirement goals.