Our process

We begin with an introductory meeting to understand your needs, goals, and timeline for retirement. From there, our team organizes the information you provide and crafts a clear plan aligned with your current objectives. We then return with a tailored proposal, walk you through each recommendation, and invite your feedback—giving you the opportunity to review and request adjustments so the final plan reflects your goals with confidence.

Our three step process

Discovery and goals

We start with a brief introductory meeting to understand your needs, timeline, and what “success” looks like for you. Together we clarify priorities, gather key details, and set expectations for next steps.

Plan Crafting & Analysis

Our team organizes the information you provide and builds a clear, numbers-first plan aligned with your objectives. We evaluate trade-offs, model scenarios, and prepare straightforward recommendations you can act on.

Presentation, Feedback & Implementation

We return with a tailored plan, walk you through each step, and invite your feedback. You’ll have the opportunity to request adjustments, and once you’re comfortable, we help implement and monitor the plan going forward.