What It’s Like to Work Together
Before we start the official process together,
having an initial conversation helps us see if we’re a fit for each other.
How It Works
Partnering Virtually or In Person
What is your target destination(s)?
In our first phase together, we’ll outline all of your financial needs, responsibilities and goals for retirement. Together, we’ll prioritize each objective, starting with your living expenses and continuing with your aspirations, like traveling or leaving money for your grandkids’ education.
Where are you now?
At this point, we’ll collect all relevant information to understand your whole financial picture: your income, taxes, estate plan, net worth and, if you have a business, your profit/loss statement.
Develop Plan Options
What routes can we take to get to your destination?
I’ll take some time to analyze where you are now and create various strategies to get you where you want to be. If you’re selling your business, I’ll help you understand how to value your business and how to go through the process of selling it.
Present & Finalize Plan
Which course would you like to take?
Together, we’ll walk through the various courses you can take and what would be involved in each. You’ll be able to decide which is best and we’ll discuss any questions you have as we establish your plan together.
Implement Your Plan
Begin your journey.
This is the moment when we put your plan into action, and your retirement journey can really begin. Both of us will have various items to implement, but I will guide you through all steps to take on your end.
Monitoring Your Plan
Keeping you on course to your destination is my role.
I’ll be regularly overseeing your progress, making adjustments to your portfolio as necessary, and being here to discuss any life changes.