Design your own grand retirement.
PHASE ONE: ESTABLISHING FOUNDATION
One-hour meeting to
dream up your retirement. We will give you homework!
In this phase we dig into all of your dreams, concerns and goals
for your retirement. Phase one is the most time consuming on your end but will
leave you feeling like you’re starting to take control and can begin seeing
your grand retirement come to life.
PHASE TWO: DESIGNING THE BLUEPRINT
A lot of back office
work by our design team as well as a phone call (or two) to provide further
clarity.
This is the phase where we get our design hats on to begin
drafting the blueprint of your retirement plan. We will use all of the great
information you helped us gather and input it into our analysis systems while
working with our trusted partners to make sure we are not missing a single
detail or opportunity for your grand retirement. This is when your vision starts
to become a reality!
PHASE THREE: DELIVERING THE GRAND DESIGN
One to two-hour
meeting to discuss your personalized retirement blueprint and begin the
implementation phase.
This is the fun part! We get to sit down and check out what the
views may look like from your grand retirement plan. In this phase, we will
reconfirm goals and priorities while delivering a written plan that leads you
to and through retirement. This is when the blueprint jumps off the page
and into reality by implementing your personalized retirement strategies.
PHASE FOUR: MOVE IN DAY! TIME TO LIVE OUT YOUR GRAND DESIGN
Regular,
ongoing meetings to confirm your retirement design grows and changes along with
you.
Because life is always changing, ongoing meetings will be essential
to ensure that the retirement you are living in, is what you truly have dreamt
about. We hope you feel encouraged to live out your goals and reassured
that our team is here to help you navigate life’s changes.
Learn more about our 4-step process and begin designing your own
personalized, retirement blueprint.
Phone: 701-757-3152
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
