How Do I Know If I’m a Good Fit?
We Do Our Best Work With:
Retired, or planning for it
(Excluding Real Estate)
Your Retirement Evaluation
Our goal is to show you how we will help your situation before you decide to work with us.
How The Free Assessment Works
Step 1: 15-minute Phone Call
After all, you wouldn’t see a Dentist if you needed heart surgery!
Step 2: Initial Meeting
The next step is to meet with our team (in person or over Zoom).
During this meeting we will dive deep and discuss your financial goals, concerns and overall objectives.
Step 3: Review Your Plan
With our analysis complete, we will schedule a second meeting to walk you through our recommendations.
In simple language, we will describe exactly what you need to do to improve your financial situation and retirement plan
At then end of this meeting, we will ask you if you would like to begin working with us, or if you would like to Think On It.
Think On It
We don’t believe in hard-sells or high-pressure situations to get you to say yes.
Not quite ready to schedule a meeting? That’s alright!
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