THE GPS CONVERSATION
Our first visit together will focus completely on You. We will discuss your specific Goals and Priorities, along with how you measure Success. Also, we will answer any questions you may have regarding our compensation and how we may potentially work together.
DESIGNING THE ROUTE
The primary objective of this phase is to gather as much information as possible about your existing financial resources. We will begin to analyze this information so that we have a clear understanding of how your capital is currently working for you. After we have completed our initial analysis, we will begin crafting a strategy that aligns your financial resources with your goals and priorities.
PROGRAM YOUR COURSE
This phase is one of the most anticipated visits for our clients. During this stage, we will present to you the strategies and recommendations that our team has designed on your behalf. The goal of this meeting is to review these recommendations and allow you to decide which strategies are best suited to keep for Phase IV.
START THE JOURNEY
This phase is all about action. During this phase, we will begin to implement the plans and strategies that you have chosen to secure your financial future. Our goal is to make this piece of the process as easy and efficient for you as possible.
RETIREMENT WEALTH CHECKPOINTS
Throughout your time with us, we will continually monitor and review your strategies and plans to be sure that you remain on course to meet your goals. We are always available to you should anything arise; however, we want to meet with you at least once a year to check-in and review your progress.