AM I ON TRACK?

This is the fundamental question we are asked the most.

We can work together to help you get there and stay there.

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OUR PROCESS

We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. 

 

For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

sTEP 1 - ONLINE FORM

Just as you would visit a doctor's office, before we visit with you we need some baseline information so that we can assess how we can best help you and your family. This also helps in making the time we spend together more valuable.

STEP 2 - MEETING 1

The objective of our first meeting is to understand what you want to accomplish with your money, the concerns you have, and the resources you have to get there. Your answers together with documents we ask you to bring will form the basis for our analysis.

STEP 3 - ANALYSIS

We will use our knowledge and tools to craft a written plan to help answer very important questions. Mainly:​

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  • Am I on track to retire comfortably and independently?

  • If retiring, how much can I safely spend each year?

  • How can I reduce my tax bill over my lifetime?

  • Can I eliminate or reduce the threats to my retirement?

STEP 4 - MEETING 2

We will review your plan and provide recommendations on what we believe are the most efficient ways to achieve your financial goals while addressing your concerns. 

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We will ask you at the end of the meeting if you would like to begin working with us or if you'd like more time to think on it.

STEP 5 - tAKE MORE TIME

We want to make sure you are comfortable with any decision you make. We have structured our business model to align ourselves with your financial outcome. In other words, when you succeed so do we. This only happens through a mutually committed, ongoing advisory relationship and not a one-time transaction. 

STEP 6 - IMPLEMENT & MONITOR

If you feel that we are a good fit, we will begin the paperwork process to become a client. Once a client, we will offer regular reviews, progress reports, and continue to monitor your plan to make sure your financial resources stay aligned with your financial goals.

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If you feel we are not a good fit, that's ok. We will wish you all the success to you in the future.