Our Philosophy
Retirement shouldn’t feel like guesswork. We help you stop worrying and start living by breaking down complex retirement decisions into simple, actionable steps.
We call our system the Focus On Retirement Blueprint because we believe the most effective way to implement your retirement is through a series of projects.
It is a 4-step process that typically takes around 90 days to implement fully.
Why project-based, you ask?
Gone are the days of the useless, 75-page leather-bound binder; we have replaced them with understandable, actionable projects, where each meeting lasts approximately 30 minutes.
Step 1 – Rough Cut Meeting
(Approx. 60-Minutes)
– Statement of Financial Purpose
– Balance Sheet
– Retirement Budget
– Life Hub
Step 2 – Projects
(Approx. 30-Minute Meetings)
– Investment Planning
– Retirement Income
– Tax Distribution Planning
– Social Security Timing Strategy
– Estate Planning
– Insurance Consulting
Step 3 – Account Set Up
(if applicable)
– Set up Investment Accounts at
Charles Schwab
– Transfer assets over from other
institutions
Step 4 – One-Page Financial Plan
(Approx. 60 Minutes)
– We deliver our One-Page(ish)
Financial Plan