Our Process


Initial Meeting

Everything begins with us getting together so I can find out more about you and you can find out about me. Then, we go over the materials we need from you in order to complete the assessment.


Our Analysis

As soon as we get everything we need from you, we then apply our years of financial planning training and experience to your situation to determine where you stand in our three critical retirement areas.

Presentation Meeting

During our meeting, we will make recommendations – in plain English – on how you can work towards achieving your financial goals. We address your needs today so that you can strive to live confidently with social security, medicare, and seek income for life.

Is the chemistry right?

It’s great to think about things, but let’s get together. Let me show you more about what I can do for you.