Retirement Plan Process
While every client plan and interaction is entirely unique and customized, we try to follow a standard planning process that is outlined below. The retirement plan can be updated as life changes and can grow along with our client's needs and goals over the course of their lifetime.
Gather Information
During this step we focus on understanding our clients current situation.
Clarify and Set Goals
We take what we learned in the previous step, then clarify and set goals for retirement.
Build and Implement Plan
Once we understand our client, and have set goals, we build and implement their unique plan.
Review and Adjust Plan
After plan implementation we will review and adjust the plan as needed.
Retirement is a Team Effort
Planning for retirement is a daunting task, executing that plan can be nearly impossible without the right team around you. When we set up a client’s retirement plan we work together through the whole process, and work as a team to help our clients achieve those goals.