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How It Works

Our 5-Step Process

A preliminary conversation will help us both decide if we’re a good fit to work together. You’ll let us know more about what you need, and we’ll share more about our services and our approach.

Start the Conversation

If we decide to move forward together, we’ll have our first official meeting where we’ll sit down and talk through your needs and the goals you have for the years ahead. You’ll also provide us with your financial information so we can get a clear picture of where you stand now.

At this point, we’ll develop a full-fledged plan with recommendations to interconnect your objectives with your resources. We’ll talk through the advice we’ve come up with and establish the details of your plan together.

Once we’ve determined your course of action, we will put the plan into action. You’ll be prepared with any steps to take on your end, and we’ll take care of the remainder.

Financial planning is not “set-it-and-forget-it” for us. We will be here to monitor your progress throughout the year, talk through your financial decisions as they arise—and make adjustments to your plan as your life changes.

Let’s Get Started

Our goal is to work with you to create a clear path forward as you embark on your retirement years. Whether you have specific goals you’re looking to achieve or you’re not sure where to start, we are here to help.  

Take the First Step

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