Our Process

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GPS Appointment

In your first GPS appointment, we’ll discuss where you want to go on your financial journey, including your goals and dreams for retirement. We’ll also take a look at your current plan to see if it meets your goals and where you need additional planning and help. Some of the helpful items you can bring to your GPS appointment include:

  • Latest financial statements such as mutual funds, CDs, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.)
  • Wills and/or trusts
  • Estimate of monthly expenses
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Roadmap Session

During our second meeting, we’ll build a plan using the information and goals we gathered during your GPS meeting and personalize your LifePlan together. In this Roadmap session, we’ll discuss the pieces of your retirement roadmap that will help guide you toward your retirement goals, including:

  • Income Planning
  • Risk Assessment
  • Risk Management
  • Tax Planning
  • Legacy Strategies
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Lifeplan Finalization

Our final meeting is when we’ll present and finalize your LifePlan. We’ll walk you through any additional questions you have and send you home with your full LifePlan Financial Design.

Let’s start mapping your journey to retirement together!

Fill out the form to reach out to our team today.