Our Process
A Three Step Process
We collaborate with you to understand your needs and create a personalized plan to achieve your financial goals.
Step One:
Introductions
In our first meeting, we’ll learn about your situation, concerns, and financial goals. Whether it’s traveling, family time, or financial security, we’re here to listen. We’ll also share our strategies to help you achieve your objectives.
Step Two:
Building Your Plan
Next, we'll assess your situation and create your plan, covering Social Security, pensions, 401Ks, TSPs, FEGLI, Medicare, and other factors impacting your retirement income. We’ll also address protecting your finances from unexpected events and outline clear steps to achieve your retirement goals.
Step Three:
Proactive Management
As life evolves, so will your plan. We’ll meet regularly to review and adjust your financial plan, ensuring you stay on track to reach your goals.