Our Process - Aligned with your priorities.
My team and I dig through ALL the details, pieces, and parts of your financial life and craft a customized plan using our planning process.
Discovery Phase - During this initial phase, we will spend time getting to know you, the people you care about, and how you enjoy filling your days. We will also ask you to envision and share your ideal retirement, any concerns you may have, and what you want to accomplish in this next phase of life. At the end of this phase, we hope you feel as though you have a trusted partner to help you take a step in the right direction as you prepare for this new phase in life.
Strategy Development - The objective of this phase is to review the information and data collected from you, all organized in our analysis tools to help you answer, “Can I retire?”. We will then discuss any concerns, identify potential risks and opportunities for life’s inevitable changes. We will collaborate with our team partners to develop creative strategies and listen to what you like and dislike about those strategies. From there, we will discuss the pros and cons of each strategy while prioritizing your goals. It is important to feel assured that you have options and are excited for your retirement outlook!
Advice Delivery - In this phase we will present your retirement outlook and written recommendations. We will prioritize actionable steps based on your values. Our goal is to keep this a simplified, easy to understand, ever-evolving plan that will change as you flow through life. You will feel a sense of peace knowing you have a plan in place with an advisor who genuinely cares about you and your goals.
Review - As life changes, so will your goals and retirement plan. We will continually review your retirement plan as our relationship continues. During these meetings, we will update changes as necessary and continue to implement your priorities in your Action Plan. This will ensure your plan isn’t a binder that sits on a shelf to collect dust and you are living your optimal retirement.
We make sure everything fits together so that you don't give too much away in taxes, that you understand all the moving parts, and that you can sleep easy at night knowing EXACTLY where your retirement income is coming from.
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.
