Lifestyle Financial Planning

To see if we could be of assistance, we like to discuss a few things during our introductory meeting. First, we’ll provide a more in-depth overview of what you can expect during our time together. Then, we’ll discuss what your ideal lifestyle in retirement looks like. Finally, we’ll take a look at your current financial footprint.

Next time we meet, we’ll present a vision board of your ideal retirement lifestyle with a summary report of our introductory discussion. After that, we’ll present the results of your Financial Health and Wealth review, as well as our IDMS report. From there, you’ll receive custom solutions based on the results of these reports and unique goals for retirement.

At this point, we’ll dig deeper into the individual solutions presented. We’ll provide a detailed explanation of how everything works and ensure you’re fully comfortable and knowledgeable regarding the offerings.

If everything sounds good, we’ll get to work implementing the discussed solutions. As a client, you’ll receive our monthly virtual magazine and ongoing access to our team. We value providing ample touchpoints that keep you informed and connected throughout our engagement. If you ever need us in the meantime, we’re only a phone call or email away.