YOUR RETIREMENT, OUR EXPERTISE
The Process
You will be guided on a journey to clarify what’s most important to you, to set specific goals with timelines, and discover financial planning strategies that will support you in achieving those goals. You will gain clarity on where you are financially and what it will take to achieve your goals, and you will receive a list of actionable strategies to successfully implement your plan.
01
15-MINUTE INTRO CALL
Our first meeting will be a 15-minute call to discuss how Guided Retirement Planning may be of service to you and answer any questions you may have. This is when we will schedule a time for your 90 minute complimentary planning session.
02
90 MINUTE COMPLIMENTARY PLANNING SESSION
During this session, we’ll start creating your personalized financial plan. This includes defining what’s most important to you, outlining your goals and taking a financial snapshot of where you are at now. The outcomes of this session are yours to keep, whether or not we continue to work together. We’ll also talk about next steps, cost and timing should you decide to move forward, and answer any questions you have.
03
DISCOVERY & PLANÂ PREPARATION
Next, we will gather more information about your personal and financial situation, as well as key inputs needed to build your financial plan. Once all the information is gathered, you can relax and let us handle the planning.
04
PLAN SHARING
We'll schedule multiple sessions to review your plan and recommended financial strategies. You will receive a comprehensive list of action items to put your plan into action.
05
POST-PLAN FOLLOW UP
We will schedule 2 check-in meetings after you receive your plan to keep you on track and answer any questions you may have. Your success is important to us, and we want to support you as you implement your plan.
