The process
Four steps to start, then a check-in approximately every ninety days
The first two steps happen before you decide anything, and both are free. You keep the free overview either way.
Who the firm is for
Within five years of retiring, or already there
Our ideal client is within five years of retirement or already retired: someone seeking a lasting relationship with a firm that specializes in retirement and the challenges it brings: tax optimization, income planning, investments, and estate and legacy issues.
The planning membership is $400 a month regardless of assets, with no requirement to transfer assets.
Getting started
The four steps
- 1
A 15-minute discovery phone call
We identify your concerns and goals so we can determine whether we are a good fit.Free, and there is no obligation.
- 2
Your free financial overview
We identify potential risks and opportunities based on the information you provide. The overview is yours to keep whether or not you become a client.Also free, and there is no obligation.
- 3
We create and present the plan
Should you decide to work with us, we create and present your comprehensive financial plan.
- 4
Your first quarterly review
The quarterly system begins, and you are generally no more than ninety days from the next review.
Then, continuously
Our standard practice is to meet with clients approximately every ninety days.
Our quarterly planning system is designed so clients are generally no more than ninety days away from a review of each critical area.
You also have the flexibility to choose the order. Whether you want to start with tax planning or with investments and risk management, the order of the quarterly meetings is at your discretion.
Questions
The process, answered
What happens on the first call?
It is a 15-minute discovery phone call. We identify your concerns and goals so we can determine whether we are a good fit. You can ask whatever you want about how the firm works. No cost, no obligation, and no requirement to transfer assets.
What is the free financial overview?
Step two, and it is free. We identify potential risks and opportunities based on the information you provide. The overview is yours to keep whether or not you become a client. Should you decide to work with us, we create and present your comprehensive financial plan.
How often will we actually meet?
Quarterly, one critical area at a time: tax planning, income planning, investments and risk management, and estate and legacy. Our quarterly planning system is designed so clients are generally no more than ninety days away from a review of each critical area. You also have the flexibility to choose the order. Whether you want to start with tax planning or with investments and risk management, the order of the quarterly meetings is at your discretion.
Who is the firm built for?
Our ideal client is within five years of retirement or already retired: someone seeking a lasting relationship with a firm that specializes in retirement and the challenges it brings: tax optimization, income planning, investments, and estate and legacy issues.
Start with a 15-minute call
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.