​What is our 
Process?
Our first meeting together is simply a chance for us to get to know each other. We'll ask you a few questions so that we can better understand your needs, and we certainly want you to ask us questions too.  
Once you're comfortable, we'll ask you to provide some specific information to help us get a better handle on your current financial picture. The more information you give us, the better, including knowing what your objectives are.  
At this point, we really go to work! We'll process all the information we've received, and create a visual analysis of where you are today, financially, and where you are at risk. We need some time to do this.
Finally, we will present you with a visual snapshot of your current financial position showing where the potential trouble spots are. We'll also show a visual scenario on how you can easily manage or even eliminate these risks, while still maintaining the retirement lifestyle you desire.
And then you can do this!