The free retirement assessment is a simple process that starts with a simple 15 minute phone call to get to know little about each other. From there, we'll schedule an in person discovery meeting. There is no cost or obligation. This meeting gives us the opportunity to learn about your financial goals and concerns as well as your current investment plan. It also allows you to get to know us and how we work.
After this initial meeting, our team will create a Portfolio Gap Analysis to illustrate both strengths and weaknesses of your current investment portfolio. We’ll also create a Life Map to illustrate what’s most important to you. This will help determine the best way to put your money to work to achieve your goals.
We will then have a follow up review meeting to review these documents to see if you are on target for a successful retirement. If not, we will provide a list of recommendations to help you get there. We will also address any questions or concerns you may have.
After the review meeting, take some time to further review the Portfolio Gap Analysis and Life Map. We believe you will find both the Portfolio Gap Analysis and Life Map to be informative and helpful in determining if you would like to hire our firm to manage your financial future.
We have made it easy to schedule a time to get started on your free retirement assessment.