Step One: The Discovery
This is where we learn more about your situation and financial goals. We’ll take a close look at your current strengths, opportunities and challenges you face in reaching those goals.
Step Two: The Recognition Factor
We’ll deliver your goals in a simple format that helps you better understand where you currently are, and what you need to do to get where you want to be.
Step Three: A Simple Solution
By using BlueLeaf as our integration partner, you’ll be able to access all of your accounts in one place. You can monitor your investments and make sure they are truly working towards your future goals.
Step Four: The Retirement Road Map
This is where we deliver the results of your financial plan. We will help you identify any tweaks that need to be made today in order to have a positive impact on your retirement plan down the road.
Step Five: Ongoing Maintenance and Reviews
After we implement the plan, we stay in touch with you to monitor it. We will meet (in most cases once per year) to fine tune any part of the plan that we have put into place. We always use a third party custodian such as Fidelity to handle our trades and produce client statements.
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