1.

Schedule a 1-on-1 Consultation

Fill out our inquiry form to schedule a $350 discovery meeting with our team (Complimentary consultations available for those within 36 months of their retirement date).  We will share a list of required documents prior to meeting to ensure you get the most out of your consultation.

2.

Discuss Your Retirement Goals

In this initial consultation we will  conduct an in-depth discussion of your financial history, current situation, and future goals. Key topics covered during your discovery meeting include retirement, cash flow analysis, investments, taxes, insurance, estate planning, financial milestones, life events, and more.

3.

Get a Personalized Retirement Plan

Join us for a second meeting where our team will present a detailed plan tailored to your goals, with actionable steps on how to prepare for retirement.