Start Planning S.M.A.R.T.
Schedule, Meet, Analyze, Review, then Think About It
5 steps to retire in comfort
Schedule phone call
A 15 minute phone call will let us assess your situation and know how we can help
Meet Us!
We will request some documents from you and review your needs and concerns. This meeting is ALL ABOUT YOU! We want to get to know you.
Analyze your documents
We will take your documents and information we reviewed during our first meeting and assess where you are financially, as well as any red flags.
Review your situation
We will present your one-page financial plan. This will be an easy to understand document that lays out your specific situation and what changes (if any) we recommend.
Think about it...
As we complete this process, we’ll ask you to think about it! We prefer to work with our clients on a life-long basis, so it should be a good fit. If it isn’t that’s ok, but just know that we aim to never pressure anyone into working with us.
Who we work best with:
- Federal Retirees and near-retirees who are looking to reduce their tax bills while creating a more comfortable retirement. We love to help our frugal clients who have saved all of their lives to live their best lives in retirement.
- Close to or in Retirement: A majority of the financial decisions in life tend to start happening when your AARP card comes in the mail, so we prefer to be there early to guide our clients along the way.
- Inquisitive: We want our clients to be a part of every decision, which allows us to educate them on the reasoning for each of those decisions. NO QUESTION IS A DUMB QUESTION!
