Your Financial Milestone Roadmap™
Get a comprehensive financial roadmap and “test drive” our services in 3 simple steps.
Pick The Destination
Plot The Course
Get The Plan
We Are Financial Planners AND Do Our Best Work With…
Age 50+
Investors over 50 who are retired or want to retire in 5-10 years.
$500k+
Accumulated total assets of $500k or more.
Ongoing Partnership
Want the help of a financial professional instead of “winging it” by themselves.
How We Create Your Financial Milestone Roadmap™
Pick The Destination
Schedule a 20-min call to learn about your goals and financial situation.
You don’t go to the Dermatologist for an eye exam, and we want to make sure we are the right financial planner for you. If we aren’t, we will happily point you to the right expert.
Plot The Course
The next step is a one-hour meeting (in office or via Zoom). We will get crystal clear on your financial goals, needs, and concerns.
Just as a doctor will diagnose before they prescribe, our goal is to understand your entire financial situation during this one-hour meeting.
Present The Plan
Now that we understand your situation, we crystalize your financial goals into specific action steps, and present your Financial Milestone Roadmap™.
We give a clear path to the retirement lifestyle you want, answer any questions, and suggest best next steps in plain english.
Step 1 – Schedule A 30-Minute Phone Call
What Happens After You Get Your Financial Milestone Roadmap™
After we present your Financial Milestone Roadmap™, we will ask you if you’d like us to help you with next steps. If you decide to move forward, we’ll take care of your paperwork and start implementing your plan together.
Ready To Get Started On Your Financial Milestone Roadmap™?
Book A Free Call Below To Take The First Step