Our process

 

Our process is designed to provide you with the answers to four critical questions:

  1. Will I have enough money in retirement?
  2. Am I overpaying taxes?
  3. Is my portfolio suitable for retirement?
  4. Can I eliminate or reduce threats to my retirement? 

Here's how the process works:

STEP 1

Initial phone meeting

 We’ll begin with a 30-minute phone call to confirm that our expertise matches your needs. If we’re not a good fit for each other, upon request, we will gladly introduce you to a team that may be better suited to your unique needs. Because we limit the number of clients we can effectively take on, we know that we cannot be a fit for everyone. 
 

STEP 2

Discovery

 In this meeting, we’ll work to get perfectly clear on your goals, concerns, and unique financial situation. The more information you can provide us with, the deeper we can go with the analysis.
 

STEP 3

Analysis

At this stage, we’ll present our detailed analysis of the four critical questions and recommend strategies and opportunities based on the information you’ve provided. We’ll illustrate our ideas in a clear and concise manner and answer any additional questions you may have.

Before deciding to engage our services, we insist that you take the time to carefully consider the ideas, solutions and strategies we’ve presented.  

The analysis we present is yours and you’re free to use it as a framework to evaluate other firms you may be considering.
 

STEP 4

Welcome

During this meeting, we’ll answer any further questions you may have and if you’re ready, we’ll begin the process of welcoming you into our firm.

This is where we roll up our sleeves and really get to work for you. 
 

Take the next step, click to schedule a call.