Our Process

What You Can Expect At Our Meetings

Prior To Your First Meeting:

We will ask you gather certain information and specific documents to bring with you so we can accurately discuss your needs. If you can't gather everything, don't worry, it is the meeting that is most important.

First Meeting:

• Current Estate Plan
• investments
• Income and Expenses
• Income Taxes
• Life Insurance
• Long-Term Care Insurance

Hold a discussion on:

• Your current financial situation
• Your family situation
• When you would like to retire
• How long until retirement
• Your retirement plans (staying in same home, moving, etc.)
• Discuss our philosophy of "holistic planning" and how it can benefit you
• Discuss costs and fee structure

Second Meeting:

• Review and discuss a comprehensive Financial Strategy
• Answer all your questions
• Begin implementation process
• The majority of our meetings are held in our office. There we have access to reports, information, materials, and forms so we don't delay putting your requests into action.