We start with a brief first call to discuss whether it may be a good mutual fit for us to work together. If it’s not, we’ll be sure to connect you with the right resources.

If we decide it's a good fit, we'll have a second phone call to verify your information and what matters most to you before we begin your retirement planning.

Once we've gathered all the information and data we need, we’ll use our Fiduciary Framework behind-the-scenes to build your unique retirement plan.

Now that your plan is built, we'll review your unique retirement plan together, either in-person or over video call, and make sure all your questions are answered.

After we meet to review your plan, we want you to feel 100% confident and comfortable in your decision. We encourage you to take our plan home to think it over. We won’t ever rush or pressure you.

Once you decide to implement your plan, we'll begin putting the pieces together. This may mean opening accounts, transferring funds, and completing paperwork.

After your initial onboarding, we'll meet again in six to eight weeks to ensure you're still satisfied and get you familiar with our technology platform. After that, we'll meet semi-annually to review and make sure you’re properly cared for. We also offer appointment times for urgent matters. We are here for you.