Retirement Readiness Program

Discovery Stage:

You are looking for help to navigate retirement. We take the time to learn about your needs and concerns, your financial situation, and how we can achieve your goals. This first meeting is our opportunity to get to know you: what brings you joy? What keeps you up at night? Developing a personal relationship to better assist you is our mission. Knowing more about you guides us in developing a plan that suits your individual needs and retirement goals.   

Furthermore, this meeting is also your opportunity to get to know us. Retirement planning is personal and requires trust. We want to make sure you are as comfortable with us as we are with you. If we mutually agree that the partnership is a good fit, we will schedule a follow-up meeting. You will leave with a list of documents to collect, and data-gathering forms to complete. 

Fact Find:

During this follow-up meeting, we go through the documents you gathered. This is the first step in developing your retirement plan. We gain perspective on your financial picture and how we can help.

We dive deeper in order to define your goals and create objectives for your next stage in life—retirement.

Outcome Analysis & Alternative Strategies:

At this stage, we have analyzed your financial situation in light of your objectives and concerns. We have identified the effective steps for capturing your vision. Our recommendations will be meticulously developed around your goals, tax situation, and estate wishes. The end result will be an optimal strategy that maximizes your financial success in every area.

Implementing Your Financial Plan:

Your plan is a road map. It shows you where you are and where you want to go, but it also provides detours and alternate routes, should you encounter a roadblock.

Our goal is to have a meaningful relationship with you and be your partner on this journey. Together, we can keep your plan on track and communicate along the way.

How We Charge:

One-time fee for a comprehensive plan:

$ 4,000 for Couples

$ 3,000 for Individuals

$ 5,000 for Small Business Owners

*Each year, our ongoing planning fee and management of financial assets fee are based on a percentage of total assets we manage for you.

Strategic Review:

Developing your plan and implementing it is only the beginning. As often as once a quarter, we sit down with you to update your plan. We monitor the progress toward your personal and financial goals to ensure that you stay on track. Before each meeting, we solicit your input on needs or questions you have and incorporate them into our agenda. We discuss new goals and objectives and identify opportunities for the future.


"However beautiful the strategy, you should occasionally look at the results." —Winston Churchill