Creating Roadmaps
We create & constantly maintain roadmaps to ensure our clients are on their best financial path possible, which allows them to sleep well at night. See below to help determine if we're a good fit for what you're looking for.
Who We Serve and Do Our Best Work With:
Those Retired,
or Close to it
Specializing with those who are typically 50+, allows us to tailor our services and expertise to the unique needs of retirees.
Diligent
Savers
We've found our services are most appropriate for those with at least $1,000,000 of investment assets (excluding real estate).
Those Who Value
Expert Guidance
Our clients want the highest probability of retirement success and value expert guidance.
OUR PROCESSHow We Work Together
A simple, transparent 4-step process. All steps can be done in-person or virtually.
Initial Call
First, we'll have a 15 to 30-minute conversation to discuss your situation and what it would be like to work together. If we both determine it could be a good fit, we'll schedule a first visit.
First Visit - Where you are (1 hour)
We get an understanding of your goals, concerns, and what you want most out of retirement. We also gather information to generate and present two complimentary reports: a personalized financial summary and a personalized tax report.
Second Visit - Where you want to go (1 hour)
We present a tailored roadmap showing how we can help you achieve your retirement goals — how to improve your situation, what your retirement income can be, how your lifetime tax bill can be reduced, and how your investments can be optimized.
Starting the journey together
At the end of this process, we will ask if you would like to move forward with our firm or if you would like to sleep on it. While we would love to work with you, if you decide that it’s not a good fit, we will wish you all the best and part ways as friends. There is never a hard sell or pressure to say yes.
If you choose to move forward, we will lay out what to expect next, along with a typical timeline where we will address your main concerns first, as we start the journey to make the most of your retirement.
(See our FAQ page for pricing and more information)