First Step
Discovery Meeting
During this meeting we learn more about your unique situation and goals. We’ll talk about what you like about your current financial path and areas you would like more confidence and clarity in. (Virtual or in office meeting, approx. 45-60 min)
Second Step
Current Plan Analysis
Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)
Third Step
Personalized Action Plan
Here is the exciting part. We will deliver and review your personalized action plan that includes a step by step roadmap. We are with you every step of the way to ensure your action plan is properly implemented.
Fourth Step
All together Now
You now have access to some of the best financial technology available. With our financial planning software, Right Capital, you can view your plan 24/7 in real time. Additionally, our tax planning software, Holisaplan, can demonstrate the importance of tax management, potentially saving you thousands in the long run.
Fifth Step
Review & Update
Holistic planning is not a set it and forget it approach. Within the first few months of implementing your action plan, we will meet to review and answer any questions you have, and make changes as necessary.
