Our 3-Step
Guided Retirement Roadmap
Our 3-Step Guided Retirement Roadmap gives you the clarity, tools, and support to be a good steward of the money you’ve been blessed with.
When you become a client, we’ll work step-by-step through this process to help ensure that every aspect of your financial journey has been planned and set into motion.
Here’s how it works ↓
STEP 1: EXPLORE
Our collaborative financial journey begins with a deep discovery of what matters most to you. Our goal is to understand what’s going on in your life and uncover your goals, dreams, priorities, and worries.
We’ll introduce tools to help you clarify your thoughts and gain visibility into your numbers. You’ll walk away with a clear picture of your current situation and dreams for the future.
Your retirement planning and recommendations begin with a simple question:
What actions do we need to take to achieve what matters most to you?
Our process walks you step by step through each Phase, breaking complex decisions into simple next steps. Together, we’ll work through each Phase and collaborate on strategies to help ensure each step of your financial journey takes you closer to your goals.
Behind the scenes, our team is crunching numbers and working on your behalf to take the heavy lifting off your plate.
STEP 2: MAP YOUR JOURNEY
STEP 3: NAVIGATE
Now that we’re putting your plan into action, we monitor, review, and proactively communicate to keep you on track for the goals we’ve set together.
We’re your coaches, cheerleaders, and accountability partners for the journey, meeting regularly to review progress and make course corrections to adapt to real-world conditions.
You can expect regular check-ins and conversations, invitation-only workshops, and advice that’s only a phone call or email away.