Our first meeting is our Mutual Discovery meeting. During this meeting, you will get to know us, our process, and our philosophy. In turn, we will learn about you, your goals, your plans, and your dreams.
We analyze the information gathered in the Mutual Discovery meeting to prepare Retirement Income Analysis and Social Security Maximization Reports. Then we prepare investment plan proposals and recommendations.
We work together to fine-tune a plan to meet your needs and goals. We educate you on why we are making specific recommendations that will allow you to make the best decisions for your financial wellness.
We implement a plan that will meet your needs and goals. This is not a one-time plan as life happens and your needs and goals will change.
We provide regular reviews to evaluate your progress, update our plan and keep you on track as your needs evolve.
Our Journey Together