Before committing our time, or yours, this brief phone call will be a good chance to see if our expertise matches your needs, wants and goals. This phone call typically lasts 15-30 minutes.

If we're not a good fit for each other we will do our best to get you pointed in the right direction that may be a better fit.

If we're a good fit for each other, we can move to have a more detailed and thorough meeting, either in-person or via Zoom.

The goal of this meeting is for me to understand your goals, concerns and overall financial situation. The more information I know, the better I can understand your situation and the better analysis I can do.

The information you give me, along with the documents and statements I request from you will guide my analysis and help me answer your most pressing questions and concerns.

I will take the information you gave me and use my over 15 years of experience to put together a simple to understand plan for you that will answer these questions.

1. Do you have enough money to retire?
2. Will you run out of money in retirement?
3. Are you overpaying in taxes
4. Is your portfolio suitable for your retirement?
5. What risks are there to your retirement?
   

I'll present and explain exactly what you need to do to potentially achieve your goals.

This is where you can see, with real numbers, where you stand and how we can improve your finances.

We never want a client to feel rushed to make a decision at the second meeting.

Take time to think about all that we discussed and what you would like to do. Afterall, we develop long term relationships with our clients so we want you to be all-in when you decide to work with us.