Our Process

We spend time with each client to understand where you are currently, and where you desire to be. We learn what is important to you by discussing both short term goals (1-3 years) and your life goals. What does a successful retirement mean to you? What needs to take place going forward to live a life of significance and purpose?

We conduct a comprehensive and holistic analysis of your unique circumstances to determine the "Best of Class" strategies for you to reach your desired goals and create a tax-free retirement. We create a written Financial Plan including a Retirement Road Map to identify the steps you need to implement each year to achieve a tax-free retirement.

Once we’ve determined the optimal roadmap for your successful retirement, we will guide you through the steps to implement the strategies. We will help you follow the steps in your personalized Road Map and navigate changes as they arise.

Each year we will monitor the progress of your strategy and come together to discuss any course corrections; and create accountability to take the necessary steps to help you achieve a tax-free retirement.