How It Works
Step 1: Understanding Your Unique Situation
Once you schedule your initial discovery call, our journey together begins by gaining a deep understanding of you, your current financial situation, and your long-term goals.
To start, you'll complete our carefully designed Discovery Tool, which allows us to gather crucial insights, uncover potential opportunities, and address any concerns you may have.
Your unique story is the foundation of our approach, and we're committed to guiding you every step of the way.
Step 2: Exploring Possibilities and Crafting Your Asset Map
Once we have a clear picture of your financial landscape, we'll meticulously create your personalized Asset Map.
We are Asset Map® Expert Certified so you know you are working with one of the best.
This visually engaging tool provides a comprehensive overview of your financial situation, ensuring that no aspect is overlooked.
During our meeting, we'll review your Asset Map together, often uncovering hidden opportunities and identifying areas that may require additional attention to optimize your financial well-being.
Step 3: Implementing Your Customized Financial Plan
If we mutually agree that our partnership is a good fit, we'll recommend the appropriate service model and invite you to develop your personalized financial plan. Our services encompass tax-focused financial planning and investment management, tailored to your unique needs and aspirations.
Using the insights gained from your Asset Map and guided by your goals, we'll work hand in hand to make informed decisions, take proactive steps, overcome obstacles, and pave the way for a brighter financial future.
With every step forward, we'll be making meaningful strides together, moving closer to a future that is financially secure and deeply fulfilling.
Ready to embark on this transformative journey? Take the first step by scheduling your Retirement Vision Discovery meeting.
Here are the key onboarding steps when becoming a client:
1. Asset Mapping: We'll create a comprehensive Asset Map® to visualize your financial landscape, identifying opportunities and prioritizing actions.
2. Document Review: You'll upload relevant financial documents to our secure portal, allowing for a detailed analysis of your investments, properties, and other financial assets.
3. Tax Planning: We'll conduct a thorough examination of your tax situation, exploring strategies to minimize your current and future tax liability. This includes considering Roth conversions and optimizing income streams such as pensions, Social Security benefits, and annuities (if applicable).
4. Investment Strategy: Based on your resources and goals, we'll develop a tailored investment strategy. This may involve setting up new investment vehicles and reallocating assets to align with your objectives and risk tolerance.
5. Retirement Planning: We'll continually refine your retirement plan, ensuring you have a clear understanding of when you can comfortably retire and how to effectively manage your resources.
6. Estate and Insurance Planning: We'll review your current estate plan and insurance coverage, providing guidance and recommendations to ensure proper protection and alignment with your wishes. When necessary, we'll connect you with appropriate professionals for specialized advice.
7. Regular Review Meetings: We'll schedule future meetings to discuss and refine your financial plan, ensuring it remains up-to-date and aligned with your evolving needs.
Our commitment is to guide you through this transition with confidence and clarity. Should you have any questions or require additional information, please don't hesitate to reach out.