Our Process

Your Free Retirement Blueprint

Our retirement blueprint process is designed to help you get a clear understanding of where you are financially, help you make an educated and informed decision about working with our firm, and provide you with actionable insights, regardless of whether you decide t work with us or not.

	Step 1: Schedule a 15-minute Good Fit Call This 15-minute phone call will give us a chance to learn about what you are looking for, explain to you what we do, and then decide if there is a good fit.
	Step 2: Foundation Dialogue Meeting The Foundation Dialogue is a 1-hour meeting that we hold either in person or by video conference. This meeting will help to clarify your values, define your goals, and get clear on your current financial situation.
	Step 3: Retirement Blueprint Meeting The Retirement Blueprint Meeting is also a 1-hour meeting held in person or by video conference. During this meeting, we will review our assessment, explain our findings and observations in plain English, and provide you with actionable insights.

Step 1: Schedule a 15-minute Good Fit Call
This 15-minute phone call will give us a chance to learn about what you are looking for, explain to you what we do, and then decide if there is a good fit.

Step 2: Foundation Dialogue Meeting
The Foundation Dialogue is a 1-hour meeting that we hold either in person or by video conference. This meeting will help to clarify your values, define your goals, and get clear on your current financial situation.

Step 3: Retirement Blueprint Meeting
The Retirement Blueprint Meeting is also a 1-hour meeting held in person or by video conference. During this meeting, we will review our assessment, explain our findings and observations in plain English, and provide you with actionable insights.

After the blueprint meeting, we will provide you with the time and space to assess our services and decide if you would like to move forward. We are looking to build lifetime relationships, so we are never in a hurry.

Schedule Your 15-Minute Good Fit Call Today!