“Nothing is more important than preparing for the future- whatever it may bring.”
– Gregg

We start our process with a 20 minute phone introduction meeting to get to know you and see if we might be a good fit working together. 

We Discuss:
An overview of your current situation
Where you think you need the most help
Your goals for retirement
The process of working with us and the service we provide

WE THEN DECIDE IF WE ARE A GOOD FIT!

60 Minute Phone/Office Meeting

We ask:
What are your short-term and long-term goals & dreams for retirement? 
What do you want to improve or change about your current financial picture? 
What do you worry about?
What are you most passionate about?
How would you like to help your family or other loved ones?
Do you have any charitable goals?
What are you looking for in an advisor?

Once we understand who you are and what a successful future looks like to you, we can begin piecing together your VISION STATEMENT and personalized retirement action plan that brings our ideas and advice to the table.  Our goal is to present our advice and strategies to you in a way you can easily understand.  We believe that honest, straightforward advice gives our clients the comfort they are looking for.

Implementation

Once we are all in agreement, we get started on implementing your retirement action plan step by step.

Ongoing Semi-annual meetings

We meet regularly to monitor our progress and make any necessary adjustments as your life progresses and your needs evolve.