1
Understand.
What should I bring to the first meeting?
Whatever you already have. Statements are useful but not required. The meeting is about your family, your work, and what you want the money to do. This is also where the spending picture starts.
2
Plan.
What happens between meetings?
Amy runs the numbers first, so nobody spends the meeting doing arithmetic. We model the retirement date, the income, the taxes, and what happens if markets fall early in your retirement.
3
Implement.
What happens once I agree?
Once you have reviewed the plan and we have adjusted it, we put the allocation and the recommendations in place, and we tell you what each one is for.
4
Review.
What does ongoing look like?
Plans age. Yours gets reopened when markets move and when your life does, and what is already working stays.
Planning projections are hypothetical, do not reflect actual investment results, and are not a guarantee of future results.
The same service at every account size.
Every client gets these, regardless of account size.
The plan designed to fit the life you have.
The first meeting is spent on your family, your work and what you want the money to do. Everything after that follows from it.
Every recommendation comes with a reason.
We explain why before we ask you to sign anything.
The person you reach knows your file.
Chrissy and Cheryl know your situation before you call, and questions are answered the same day.
