OUR PROCESS
Functionality That Will Get You to Your Best Retirement.
01
INTRODUCTION
The introduction meeting is designed to provide a comprehensive understanding of your financial situation, goals, risks, and needs. It begins with an initial meeting where our advisors spend approximately 60 minutes discussing where you are and where you would like to be.
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During this meeting, clients are encouraged to share details about their income, expenses, assets, liabilities, insurance coverage, estate plans, and financial objectives. To enhance transparency, our advisors enter this information into our professional retirement planning software in real-time, creating a personalized baseline plan. This plan incorporates forecast modeling with growth and income projections, stress tests, long-term care analysis, tax projections, and life insurance analysis.
03
PLANNING
The planning meeting is an opportunity to review the previous meetings and to start to build your own personal Planning T.I.M.E. Plan. We will work together to gather and analyze all relevant financial, income, and tax documents so we can fully understand all aspects of your planning. Our team of financial experts will then go to work for you, building accounts and laying the foundation for your unique and specialized Planning T.I.M.E. Retirement Plan.
02
STRATEGY
Following the introduction meeting, we then schedule a Strategy Meeting for a week or two down the road. This meeting typically lasts around 90 minutes and serves as an opportunity for our advisors to present you with your individualized "Planning T.I.M.E. Report." This report allows to compare and contrast the original baseline plan with the Planning T.I.M.E. strategies.
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By conducting these two meetings, we ensure that our advisors have a comprehensive understanding of your financial circumstances. This approach enables us to develop customized recommendations that align with your specific needs and goals. More importantly, it provides you with a clear understanding of how our team would approach your planning and the tools and strategies required to optimize your financial success.
04
WELCOME
The welcome meeting is one of our favorite meetings because it represents the culmination of your great decision and our team's hard work coming together to formally review and implement your specialized Planning T.I.M.E. Retirement Plan. In this meeting, we will review the strategies that will bring your plan to life and review how they all fit together to complement your vision for the future.