Our Process

1

Assessment

We go at lengths to understand our clients current financial situation and to understand how you are financially wired. We want to know how you got to where you are today and where you want to be. We leave no stone unturned. These meetings are designed to help us understand your goals, objectives, concerns and tolerances to risk.

2

Discovery

Taking a comprehensive inventory of your financial picture, we strive to identify what is and isn’t working. How well is your portfolio doing? And rather than selling you products, we listen, learning whether or not we can be helpful. If we’re not the best fit, we will say so. If we see areas where we can add value, we will. And if we mutually agree to work together, we promise to continue listening.

3

Planning

Our planning includes reviewing all aspects of retirement planning. Including Income, Investment, tax, Income, Health Care and Legacy Planning. We put our extensive knowledge of capital markets, asset allocation, income generation and investing to work for you, building a personalized strategy that helps you on your journey towards your family’s goals. We design, implement, monitor and adjust each of our plans.

4

Implementation

This is where the rubber hits the road. Once we’ve created your Retire Well Road Map, we begin the meticulous work of constructing and managing your personalized portfolio.

5

Coordination

We understand there can be many parties involved. We’re committed to being excellent members of your advisory team, remaining available to coordinate with your banking, legal and tax professionals.

6

Monitor

Since we don't live in a vacuum, we know life happens and things change. Adjusting, refining, and modifying our clients financial plan is the foundation of our firm. We are part of your life to simplify it so you can better pursue your dreams.