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One-time Plan: Our Process


1 - Introductory Meeting

A complimentary first meeting or phone call to get to know one another and explore what it might look like to work together.


2 -   Organize

Gather your financial documents and we will help you get organized.


3 -   Discover

We will spend time helping you discover your goals and values in order to develop your customized road map to success.


4 -   Plan

A blueprint to help you see your current trajectory towards your goals and illuminate a glide-path to help you get from A to B.


5 -   Implement

We will work with you to put our recommendations into action.


6 -   Check-in

We will follow-up with your progress towards your goals.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help you know the recipe for success in retirement.