Three-Step Onboarding:

Introduction: The introductory meeting is a brief 15- to 30-minute conversation that can take place over the phone, via Zoom, or in person. This meeting is an opportunity for us to learn about your needs, explain our process, and determine together if we are a good fit to work together. If we agree to move forward, we’ll begin gathering the necessary information to start building your retirement plan.

About You: In this meeting, we put the numbers aside and focus on understanding what truly matters to you. We’ll explore your values, priorities, and feelings about money, as well as learn more about your family, background, and what you hope to achieve by working with us. We believe that aligning your retirement plan with your values provides the strongest foundation for achieving your goals.

Big Picture: With a clearer understanding of your values, concerns, and relationship with money, we’ll shift our focus to the technical side of financial planning. Using the information you’ve provided, we’ll create rough draft scenarios to explore what your retirement could look like. Together, we’ll use interactive software to adjust variables and simulate the potential impact of different decisions you may face. By the end of this conversation, we’ll have established a solid baseline of where you stand today and the direction you want to take for your future

Retirement Ready:

The months leading up to retirement can be overwhelming. We aim to bring clarity and help you make confident decisions. Throughout our engagement we'll cover an array of topics most relevant to you.

Ongoing Service:

Retirement isn't a finish line—it’s a new chapter. We continue working with you throughout retirement, monitoring your plan and adjusting as life evolves. A typical year includes:

• Two plan reviews
• Ongoing investment management
• Action item reminders
• Key decision support as needed
• Coordination with other professionals
• Regular market commentary and news
• Multiple client events