Our first meeting is all about getting to know one another. We are interested in who you and your family are and where you want to be. We will gain a comprehensive understanding of your past, present and future financial goals. During this time, you’ll also learn more about our team, capabilities and fee structure.
In the second meeting, we'll explore opportunities to expand on your goals, as well as identify any gaps in your current strategy. Then, we'll refine your financial plan, evaluating potential scenarios so you understand how your finances may be impacted. Afterwards, we'll review your investments, identify your optimal risk tolerance and share our investment research resources.
In our third meeting, we'll review and discuss our recommendations and implementation strategy, providing you with a retirement viability analysis that includes your estimated probability of success. Our goal is to offer you a clear vision of where you stand and ways you can secure your future throughout your retirement.