What we Offer We’re experts so you don’t have to be
A good financial plan is not a paint-by-numbers project. It’s time to organize your financial world and get your retirement on track with a customized plan that makes sense for you.
Our ServicesA holistic approach to retirement
As retirement experts, we approach each client’s situation with the big picture in mind. That means that when we create a financial plan, we take into account all aspects that can affect your life before and in retirement. We get to know you, your personal circumstances and your goals and we work with you to create a plan that’ll get you from A to where you want to B.
A HOLISTIC APPROACH
Discovery Getting to know you is just the start
Good retirement planning is about good relationships. That’s why we always start with a free discovery meeting. This gives us a chance to find out who you are and how we can help. It also gives you the opportunity to meet with us and learn about our process.
AssessmentGetting you to where you want to go
Once we have an idea of where you’re coming from and where you’d like to be, we do a complete 360 health check on your financial picture. This establishes the necessary baseline to make sure everything is properly structured. We’ll look at cash flow, budgets, legal documents such as your Will and Power of Attorney, insurance, investments and more.
Goal Setting Get equipped for the journey of a lifetime
From there, we’ll create a custom financial plan for you and your family to help you achieve your goals. A financial plan is a living document that needs to change as life happens. With regular progress meetings, we’ll work with you to keep your plan up-to-date and help you you stay on track.