If you are like many pre-retirees and retirees of today, you may have experienced financial planning in the past that was cumbersome, confusing, and costly to implement. We believe this is a broken model.
Retirement Planning
You Deserve Better.
“The future will come whether you plan for it or not. Will you have the future you want or the future that happens to you by default?”
– Bill Bachrach
Disclosure: Hypothetical illustration for informational purposes only. Individual results may vary.
Plan Smart. Live Better.
01
First Step
Discovery Meeting
During this meeting we learn more about your unique situation and goals. We’ll talk about what you like about your current financial path and areas you would like more confidence and clarity in. (Virtual or in office meeting, approx. 45-60 min)
02
Second Step
Current Plan Analysis
Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)
03
Third Step
Personalized Action Plan
Here is the exciting part. We will deliver and review your personalized action plan that includes a step by step roadmap. We are with you every step of the way to ensure your action plan is properly implemented.
04
Fourth Step
All together Now
You will now have access to some of the best financial technology available. By using Blueleaf, our account aggregation partner, you will be able to securely sync all of your household accounts in one spot. This also syncs account values to your financial planning software so there is constant monitoring of your plan.
05
Fifth Step
Review & Update
Holistic planning is not a set it and forget it approach. Within the first few months of implementing your action plan, we will meet to review and answer any questions you have, and make changes as necessary.