Getting to know one another is key to developing an engaging, fruitful relationship that lasts throughout your retirement. I understand that opening up about your financial life is no easy task, and there must be a level of trust and understanding before doing so. To help, I follow a simple process for determining whether or not I may be a good fit for you and your needs.
I’ll Give You a Call Once you’ve reached out, I’ll be in touch to schedule a meeting over the phone. During this quick chat, we’ll get to learn more about each other.
Begin a Financial Profile Next, we’ll establish your financial profile, where we discuss your goals a little deeper. I’ll conduct an analysis and review of where you stand today and where you’d like to see yourself in the future.
Review Your Plan The next time we talk, I’ll present a more formal plan based on our previous conversations and analysis. We’ll review it together carefully and identify any areas that need tweaking or changed.
Implementation When you’re comfortable and confident in our plan, I’ll get to work implementing the action items we discussed.
Ongoing Monitoring From there, I’ll continue monitoring progress and checking in regularly to make sure your plan is still reflective of your goals and needs.