Our Process
Our mission is to get to know you and your goals and help you accomplish them. Each step of our process is focused on you, the client. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Pre-Meeting Packet
Our process begins with a discovery packet designed to help you organize the materials necessary for our first meeting. This packet also includes a client questionnaire that focuses on helping us to get to know you as well as your goals and concerns.
First Meeting
The next step in our process includes our first meeting, where we will review your financial situation and discuss your goals, risk profile, and what you are looking for in a financial plan and in an advisor. This information will help us build a financial plan and investment options for you.
Second Meeting
Our second meeting will be focused on discussing your financial plan based on your specific situation and goals, this discussion will include:
- Asset Allocation and Investment Options
- Retirement Income and Distribution Strategy
- Retirement Timeline
- Life Insurance Review
- Long-Term Care Discussion
- Action Items
Ongoing Monitoring and Implementation of Your Plan
We believe a financial plan is a living document that should be reviewed and updated to reflect the changes in your life and retirement.