Discovery Meeting
In our initial 1-hour meeting, a member of our team will dig deep into the details of your financial situation, your hopes for the future and what roadblocks you’re most worried about.
We’ll take a financial snapshot of your assets and show you ways to position them for your retirement future.
The First Draft
After a full income assessment, we’ll meet again to help you understand just what your reality is and offer some recommendations to help make the most of your retirement.
This includes budgeting and a strategic use of assets, including your Social Security income. You’ll have time to review this information, and we’ll make changes as you need them.
Your Map, In Action
Our priority is making sure you fully understand your retirement and how each piece of the puzzle fits together. We strive for true partnership, so you always feel in control and informed.
You’ll walk away from retirement income preparation with a holistic view of your future — and the assurance of a retirement income strategy you can rely on for life.
DISCOVERY STEP
Schedule A Meeting
Our process begins with a no-obligation, one-on-one meeting. During this meeting, we'll aim to get to know who you are and what you want out of retirement.
