We follow a customized six-step plan that tailors our services to the needs of each client. In our initial meeting, we seek to understand their goals, what brings them joy, and their vision of retirement. Based on this knowledge we conduct an analysis and evaluate various solutions. From there, we provide key steps toward specific financial goals and educate on the options available. With our client’s consent, we then implement solutions and provide on-going monitoring of the plan to ensure recommendations continue to support their needs and objectives.