Our Process

For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise.

After all, you wouldn’t see a Cardiologist if you needed foot surgery!

Step #1  -  Schedule 15-Min Call

Step #2  -  Team Meeting

Like a doctor, it’s important to diagnose before we prescribe.

The next step is meeting with our team (in our office or via Zoom). During this 1-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.​

Step #3  -  Review Assessment

With your Retirement Assessment complete, we will have a second meeting (in person or virtually via Zoom) to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, optimize your investments and improve your estate. 


We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

If this process makes sense to you, the next step is to decide if our qualifications meet your needs.