Our Process









We develop a comprehensive roadmap with you by building a close-knit relationship to understand who you are, your individual financial situation and any financial goals you have. 

Step 1

Define Relationship- our initial consultation meeting is no cost to you and is where we will get to know you and your financial situation. We will discuss different approaches versus my approach to financial and retirement planning. 

Step 2

Gather Financial Data & Set Goals- this step is the most important; we ask targeted questions to find out your wants & needs in retirement. 

Step 3

Analyze & Strategize- finding your probability to retirement success by running different scenarios with retirement target dates and spending objectives. 

Step 4

Monitor Progress- annual reviews of your retirement plan is also a great way to check in with you to see how cash flow is doing and if there are any lifestyle changes that may have occurred.