Phase 1 – Where You Are
First, we meet you where you are and find out where you’d like to go on your journey.
Phase 2 – Your Retirement Planning Needs
Next, we find out what you need to take up the mountain with you—before planning your bucket list of wants and wishes.
Phase 3 – Finalizing Goals and Details
Then, we form a strategic plan.
Phase 4 – Putting Your Retirement Investments into Action
This is where your feet hit the path and all of our careful planning pays off as your plan is put into action.
Phase 5 – Keeping Your Plan Effective into the Future
We will continue to guide your steps and keep your plan effective and efficient as you approach your financial summit!