INTRODUCTION TO THE:

STRESS-FREE, HAPPY RETIREMENT PROCESS


KNOW YOUR NUMBERS WORKSHEET

STEP 1 KNOW YOUR NUMBERS

This is where we get into the weeds of your financial life.  We figure out your income, expenses, assets, debts, and basic financial information. 

Areas of Concern

STEP 2

Define Goals and Assumptions

In this step we will help you define what you want and when you want it. We will also talk about the unknown factors that could have a huge impact on your life.


STEP 3

STRATEGY

Once we get your information organized we will go to work creating custom reports and strategies designed to isolate and eliminate potential problems and find hidden opportunities to help reach your goals as fast as possible with the least amount of risk.


INCOME PLANNING

RISK MANAGEMENT

TAX PLANNING

YOUR LEGACY

STEP 4

RECOMMENDATIONS/

ACTION STEPS

Once you have agreed that the strategy we have created makes sense, and any associated costs are acceptable, we will make final recommendations and provide a step by step action plan to bring your new plan to life.


STEP 5

ONGOING RELATIONSHIP

Once your strategy has been implemented it will need to be maintained and updated on a regular basis.

We meet with you each quarter to update your numbers and monitor your progress toward reaching your goals.




How do financial advisors get paid?

This video reveals how different types of financial advisors get paid. This could have a huge impact on what recommendation are being made to you.

Knowledge is power.