The Philosophy
We strive for “Elegant Simplicity” by breaking down complex retirement topics into simple, actionable steps. While teaching you how to transition into retirement.
When You Work With Us, Your Retirement Looks Like:
Step 1. “Rough Cut” Meeting
You uploaded all of your data into our secure client portal.
During this meeting, we will verify all of your data. Review the following “Rough Cut” documents.
- Detailed Balance Sheet
- Budget/Expense/Income Worksheet
- Financial Statements, etc.
The typical meeting length is 60 minutes.
Step 2. Focus on Retirement Blueprint Presentation
We present our proprietary Focus on Retirement Blueprint, a One-Page financial plan, and a punch list. Think of it as an executive summary of actionable steps and what projects you need to tackle.
We will review the following topics and projects you need to understand to live the retirement you want.
- Statement of Financial Purpose
- Retirement Planning
- Life Hub
- Investment Planning
- Retirement Income
- Tax Distribution Planning
- Social Security Timing Strategy
- Estate Planning
- Insurance Consulting
This process is normally completed in three to four 45-60 minute sessions over the first three 3-months.