Your retirement success depends on having a proven process to meet your goals.  We help you create a customized financial plan that puts you on your best path for retirement and can adapt over time as your life progresses.


  Introduction Call

We start with a 15-minute phone call that will give us both a chance to make sure your situation matches our expertise.  After all, you wouldn’t see a cardiologist if you needed a foot surgeon!


  Discovery Meeting

If we think we might be a good fit, our next step is to have a conversation about your retirement goals, needs, and concerns. What questions do you want your financial plan to answer? What path do you want to map out? We will tell you if we think we can help and how we work.


  Data Gathering

When a decision is made to begin working together, we will provide a list of documents necessary to begin the financial planning process.  A core element of our risk management and estate planning process involves uncovering two things: (1) Potential “trainwrecks” that could upset your ability to live out your preferred lifestyle and/or (2) “opportunities”, either during your lifetime or at death that would allow you to help the people or causes you care most about.


  Collaboration Meeting

Using the information that you’ve provided and our extensive education, experience, and resources, we will prepare a fully customized plan. We will present this plan during an interactive meeting where we can together determine the best plan for your financial future.  Specific recommendations and action steps will be provided for your review and consideration. 



We will answer questions and/or provide feedback on the recommendations specific to your situation. Assuming the plan addresses your financial objectives, we will help you implement the recommendations to set your wealth plan in action.  


  Ongoing Check-Ins

We consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect major life changes or market factors.  We will also establish check-in timelines that make sense for your unique situation, so we can be in touch with you when most appropriate or needed.  


  As-needed Check-Ins

We are also available to provide ongoing advice and insights as things come up.  We want to be your first call or email when you are facing a financial decision of any type or size.  We can help you make the best decisions for your overall financial plan.