We will learn what is on
your mind, your needs,
and whether our services
and fees are a good fit
for you.(30 min)Complimentary
Prospect MeetingFocusing on your concerns,
goals, and desires will allow
us to understand your unique
needs and objectives.(60 min)Discovery MeetingWe will collect any necessary
information while helping you
sort through your financial
lives and get organized.(90 min)Get OrganizedAnalyzing and evaluating your
current financial status together
with the help of our financial
planning software.(60 min)Explore the PossibilitiesDeveloping and presenting
financial planning strategies
with clear action steps for
beginning implementation.(60 min)Plan DeliveryOngoing guidance and regular meetings
each year to watch for investment and
tax planning opportunities that bring you
closer and closer to your best retirement.
Check out the annual planning calendar below.(Quarterly)Ongoing Financial Planning(In-person or virtual meetings)Our New Client Process
We will learn what is on
your mind, your needs,
and whether our services
and fees are a good fit
for you.(30 min)Complimentary
Prospect MeetingFocusing on your concerns,
goals, and desires will allow
us to understand your unique
needs and objectives.(60 min)Discovery MeetingWe will collect any necessary
information while helping you
sort through your financial
lives and get organized.(90 min)Get OrganizedAnalyzing and evaluating your
current financial status together
with the help of our financial
planning software.(60 min)Explore the PossibilitiesDeveloping and presenting
financial planning strategies
with clear action steps for
beginning implementation.(60 min)Plan DeliveryOngoing guidance and regular meetings
each year to watch for investment and
tax planning opportunities that bring you
closer and closer to your best retirement.
Check out the annual planning calendar below.(Quarterly)Ongoing Financial Planning(In-person or virtual meetings)Our New Client Process

Meeting Calendar

This calendar covers the typical focus areas for our pre-retiree/retiree clients.
We will tailor this to your needs and decide together whether meetings will be face-to-face, virtual, or email/phone conversations.

Winter

  • Review prior year goals and action items
  • Tax Summary Letter
  • Update data: pay stubs, benefits, salary, expenses
  • Retirement plan contribution: evaluate and update
  • Calculate RMD and do cash flow planning
  • Roth Conversion and IRA distribution planning
  • Prepare to file taxes

Spring

  • Tax return review and analysis
  • Financial plan update
  • Spring review meetings (in-person or virtual)
  • Legacy planning and estate plan review

Summer

  • Ongoing tax review and analysis and Tax Observation Report Summary
  • Ongoing Financial Plan Updates
  • Insurance Review
  • Estate Planning: fiduciary and beneficiary updates

Fall

  • Final Tax Review and Analysis
  • Year-End Tax Opportunities
  • Fall Review Meetings (virtual or in-person)
  • Roth conversion and distribution analysis reassessment

Meeting Calendar

This calendar covers the typical focus areas for our pre-retiree/retiree clients.
We will tailor this to your needs and decide together whether meetings will be face-to-face, virtual, or email/phone conversations.

Winter

  • Review prior year goals and action items
  • Tax Summary Letter
  • Update data: pay stubs, benefits, salary, expenses
  • Retirement plan contribution: evaluate and update
  • Calculate RMD and do cash flow planning
  • Roth Conversion and IRA distribution planning
  • Prepare to file taxes

Spring

  • Tax return review and analysis
  • Financial plan update
  • Spring review meetings (in-person or virtual)
  • Legacy planning and estate plan review

Summer

  • Ongoing tax review and analysis and Tax Observation Report Summary
  • Ongoing Financial Plan Updates
  • Insurance Review
  • Estate Planning: fiduciary and beneficiary updates

Fall

  • Final Tax Review and Analysis
  • Year-End Tax Opportunities
  • Fall Review Meetings (virtual or in-person)
  • Roth conversion and distribution analysis reassessment