The Intentional Plan™
A three-step process will help you evaluate our services and make an informed and intentional decision about working together.
A Retirement Plan Focuses on Five Areas:
We specialize in Retirement and Tax Planning, focusing on helping individuals prepare for a confident and secure retirement.
Our Proven Process:
Our approach is designed in three clear steps, typically completed over three meetings. Behind the scenes, our team works diligently to ensure every detail is addressed. While most plans follow this structure, additional meetings may be necessary to fully meet your needs.
Planning for
retirement
We work with individuals typically aged 60+, who are preparing to retire with clarity and confidence.
Saving for
Retirement
Our clients are diligent savers seeking a trusted steward to protect and grow their retirement nest egg.
Guidance for
Retirement
As Financial Planners, we work with people seeking advice and guidance.
Let’s create a plan that gives you peace of mind and ensures your retirement goals are within reach.
Second - Initial Analysis
- Social Security Analysis
- Opportunities & Concern Report
- Preview a Financial Plan
- NextSteps
The goal of this meeting is to provide you with a Opportunities and Concerns Report, along with additional pertinent information to decide if we should engage in creating a full financial plan.
Third - Clear understanding and mutual commitment
- Strategy and Additional Analysis
- Review the Financial Plan
- Review Tax Strategy
- Next Steps
The goal of this meeting is to show you, in plain English, what you may be able to do to improve your retirement plan, potentially pay less in taxes, and get more from your retirement.