OUR PROCESS
1
First Visit
DISCOVER
Get to know each other & address your goals & concerns.
- Review any current plans for: income, investments, taxes, healthcare and your legacy.
- We'll share our investment philosophy and team approach.
- Based on the initial consultation, you can then decide to move forward with a second meeting.
(approx. 7 days between appointments)
2
Second Visit
EVALUATE
Review analysis of current accounts & share first draft of plan.
- Review of the following analyses: risk, cost, income, social security, taxes and RMDs (required minimum distributions).
- We'll share a first draft of your custom retirement plan.
- After this meeting we'll establish your financial goals and discuss whether not our services can meet your needs.
DECIDE IF WE SHOULD WORK TOGETHER
(approx. 1-4 weeks between appointments)
3
Third Visit
DELIVER
Review plan structure, expectations & your secure online account.
- We'll walk you through each step of your Whole Picture Retirement Plan® and begin advanced implementation.
- We'll demo your secure online account where you can upload important documents and check out your portfolio.
- We'll recap expectations, your meeting routine and accounts.
(approx. 1-4 weeks between appointments)
4
Fourth Visit
FINALIZE
Wrap up your Whole Picture Retirement Plan® and accounts.
- A fourth appointment is not always necessary, but in some cases may be required to finalize your Whole Picture Retirement Plan®.
- We'll carry out the advanced implementation of your plan.
- We'll answer any questions and schedule your client review.