Let’s Plan
What meaningful value should I expect to receive from our engagement?
Expert insight making you aware of things that could influence your decisions and guide your choices
Minimize the risks/remove the danger of making decisions on your own
Identified areas where costly, irrevocable financial mistakes are common or where money can be saved
Help to draw out and clarify your objectives (tangible and intangible) so that you can prioritize your efforts
Direction that affords you the best possible chance of building personal wealth or transitoning away from the workplace.
Getting to Know Each Other
Our initial meeting focuses on YOU! During our time together, what will be unveiled are your financial objectives, meaningful personal values, any circumstantial issues, barriers to overcome, and rooted concerns. Along with your financial information you will share the short and longer-term goals you want to achieve. We will discuss realistic expectations versus unrealistic expectations. It is during this meeting that you will determine the service platform most suitable to your situation and needs.
Case Analysis, Recommendations and Plan Presentation
This is the ‘behind the scenes’ hard work. Your current financial situation is compiled and analyzed carefully using impressive software to generate a retirement analysis. The Retirement Analysis results will include a comprehensive written report compiled by the CFP® practitioner addressing all observations and insights. This important document outlines where you stand in meeting your stated goals along with related insight to guide you on the decisions you seek direction on.