Our Process

Data Gathering

The purpose of the first meeting is getting to know one another. This is your chance to ask questions and receive answers, without the pressure of the sales pitch. What should you bring to this meeting? Whatever you are willing to share with us, however, statements and tax returns are a great start. It is important for us to gather data from you during this step to create a plan tailored around you.

Analysis

After the data gathering phase of getting to know one another, we will sit down with you and answer any questions you may have thought of since our last meeting. During this meeting, we will introduce you to the plan that we have created for you from the data gathered at our initial meeting. Our goal here is to educate you on where you currently stand and what steps need to be taken in order for you to achieve your retirement goals.

Implementation

If we feel like a good fit for you and you want to move forward with your personalized comprehensive retirement plan, we will introduce you to the investments suggested in your plan. We will educate you on how these investments operate, and how they fit into your retirement plan. Paperwork is completed at this time and you will be introduced to the rest of the staff.

Monitoring

Once your plan is implemented we will continue to monitor your progress and needs. During the implementation phase it will be determined if you will require quarterly, semi annual or annual review. However, our staff is always here to answer any questions that you might have.