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Our Process

Listening

I start with a personalized, friendly discussion about what is important you to you over the next 10, 15 or 20 years. We talk about your current financial condition, what you like and what you would like to change. The initial meeting is all about you and whether or not the work I do is in line with what you need.

Income Needs 

We determine the amount of income you feel is adequate for you, taking into account your basic needs as well as income for a lifestyle. You’ve worked hard over your lifetime, let’s make sure you enjoy a stress-free retirement.

 

Consulting and Income Modeling

After discussing your needs and desires for a sustainable, lifetime income I prepare various models showing how retirement would look, given different scenarios.

 

The recommendations we make are created after a lot of time spent discussing how we help you reach your goals, not ours.