People Approaching Retirement
Discovery Call - 15 Minutes
A short conversation to hear what’s on your mind about money and see if we can help. If not, we’ll point you in the right direction. If so, we’ll begin the next step. Nothing formal. Just a casual chat.
Deep Dive Session - 60 Minutes
Through a dynamic Q&A format we’ll identify areas of opportunity and strategies that will help improve your financial life. We promise to be open minded and not to judge. Our goal is to fully put ourselves in your shoes and understand your perspective.
During this 1-hour meeting, our team will get crystal clear on your goals, needs, and concerns.
Financial Planning Proposal
Although financial planning is an ongoing process, typically there's a lot of progress than can be made in the first few weeks or months. Your financial planning proposal will cover what can be accomplished in this Initial Planning Phase, including:
- The areas in your financial life you can improve the most with the least effort.
- Your commitment - in time and money - to see these improvements come to life.
- The estimated benefit these improvements will have on your life.
Depending on the complexity of your financial situation, the time necessary to complete your initial plan could range from two weeks to six months, and in cost from $1,000 to $12,000.
After we walk through your financial planning proposal together, we will ask you to sleep on it and then let us know if you’d like to move forward.