Step 1 – Get to Know You - There's no need to bring anything to our first meeting. This conversation, whether held via Zoom or in person at my office, is designed to help us understand your financial goals and concerns. It's also a chance for you to get to know who we are, how we work, and how we can support you on your financial journey.

Step 2 – Fact-Finding Meeting – My goal is to understand your financial situation and help you achieve your objectives. To help with this, we'll take a closer look at your current financial situation. To make the most of your time, I'll provide you with a checklist of documents to bring. This helps ensure our conversation is as productive and efficient as possible.

Step 3 – Analysis – This is where being part of The Heart of Illinois Advisors truly sets us apart. With our team, we review and dive deep into the information to help answer some critical questions

- Is your retirement on track?

- How should your portfolio be managed as you near retirement?

- Have you addressed tax treatment of your assets?

- How to handle pensions and when to start Social Security?

- How much can you safely withdraw monthly?

- What things can throw off the plan, and can we protect against any of them?

Step 4 – Evaluation Meeting – During this meeting, we will review the solutions we have for the questions listed above and outline a path forward to allow you to decide how our relationship will move forward. We find that meeting at least annually to review progress after we complete the initial process is as necessary as the process itself, so we plan to see you at least once a year to stay current with you.

Ready to Get Started?

I have made it easy to get started in this journey together. Use the link below

https://connect.thrivent.com/renae-etka/