Finally, bring yourself, your Discovery Brochure and let's have a conversation.
It's that simple.
What to expect from our first meeting:
When you come in for our first meeting together, we want to have a conversation. Our first meeting consists of a custom agenda that revolves around you and your needs. Our plan is your agenda. We want to know the topics and questions you want to discuss. What's on your mind?
A significant part of our first meeting is establishing your goals. Part of having a conversation about you is learning about the goals you're pursuing.
Once we have a conversation and define your goals, we will determine the next steps you need to start your retirement journey. The next steps might be developing a financial plan, finding you a financial coach, or even giving you a referral. No matter where you are in your retirement, we aim to simplify your journey.