Solidify your retirement plan
Start the process
Discover if we are a Match
Follow this simple three-step process to get your FREE One-page Financial Tune-up that provides MASSIVE VALUE and will help you decide if we are a match as your Financial Advisors.
Step 1Take the free Self-Assessment.
Discover if we might be the right Financial Advisors for you by investing only five minutes of your time.
Receive instant results online and delivered directly to your inbox. Results are categorized as follows:
Together we can figure out what you should do next.
Happy to refer you to another advisor.
- 10 Questions - takes five minutes of less.
- Receive customized results instantly.
- Receive Complimentary Checklists about Inflation, Market Volatility and Goals.
Your Self-Assessment results will let you know if you should move on to step 2.
Step 2Tell us your story.
You will do most of the talking so we can learn about the most important things to you.
- The role money plays in your life.
- Your concerns and goals.
- What retirement looks like through your eyes.
- Anything else that is important to you.
After this meeting, we'll create your complimentary One-page Financial Tune-up.
Step 3We share our best ideas and strategies with you.
We'll do most of the talking and share with you your One-page Financial Tune-up. We will:
- Confirm your concerns, goals and current situation.
- Educate you on strategies and ideas that will help you begin your financial planning journey.
At the end of this meeting, we’ll both most likely know if we should join together for a long-term relationship. But if you want to continue to think about it, that’s fine too. Never any pressure from us.
If we decide to work together, we’ll discuss which option is best for you - Retirement MAP or Retirement MAP + Investments.
We dive deeper into your concerns and goals that were uncovered with the free One-Page Tune-up. We get really specific with our recommendations and help you implement the strategies. Goals and concerns change over time so we’ll work together to keep your plan up-to-date. You will gain MASSIVE VALUE with your Retirement MAP.
Retirement MAP + Investments
You can add even more value by adding investment management. Many of our clients choose our expert investment management services that focus on diversification, tax efficiency, and low-cost investments. Most importantly, we will match your concerns and goals with your investments so you can experience even more MASSIVE VALUE.
If we decide that we are not a good fit, you can use our One-page Tune Up with no obligation.
Check out the two-minute video and see how easy it is to get started.
- Take the Free Self-Assessment so you can discover if we might be a good fit for your specific needs.
- Tell us your story so we can create your Free One-page Financial Tune-up.
- Let us show you how your One-page Financial Tune-up provides solutions for your concerns and goals while helping solidify your retirement.
Schedule your complimentary 30-minute meeting
Take the first step to solidify a retirement plan that offers massive value and creates ultimate peace of mind.
Stuck in neutral?
These FAQs should help!
Join us and enjoy these Massive Benefits:
- Get your Financial House in Order. Many times this is the first step. You have to be organized to know your starting point. We start with gathering your information and figuring out your goals.
- Move on from Procrastination. It’s time to Get Time on Your Side. We will bug you, nudge you, lean on you or sometimes beg you to get your tasks done! Don’t worry, we will figure out the approach that works best on you!
- Enjoy an honest and objective evaluation. We are educated, experienced, ethical and insightful professionals. We see many things that clients don’t. Afterall, you don’t know what you don’t know. We always tell it like it is – even if you don’t want to hear it.
- Look around the Corner. We look years ahead and anticipate how today’s strategies will impact your opportunity for a successful retirement.
- Get Educated. We believe that educated clients make the best decisions. After we learn your situation and aspirations, we will provide you with the resources so together, we can make the best decision for you
- Collaborate with us. Sure, if we work together, you pay us and you’re the boss. However, you will get the best results when we put our heads together and collaborate. Intimate collaboration will give you the best opportunity for success.