Our Client Engagement Process

In this foundational step, we get to know you by reviewing your current financial status and understanding your retirement goals. Through open dialogue, we’ll discuss your existing plan, identify your risk tolerance, and introduce our “Fiscal House” approach, which lays the groundwork for managing your wealth effectively.

Once we understand your situation, we’ll analyze your readiness for retirement using industry-leading tools and resources. This involves a thorough review of your financial position through our “P.E.A.C.E. in Retirement Blueprint.” If we determine that our services align with your needs, we’ll schedule a follow-up meeting to move forward.

This step marks the beginning of building your custom retirement plan. Using our years of experience and the insights gathered in the initial phases, we’ll develop a comprehensive strategy tailored to meet your specific goals and answer any questions you may have. Upon your approval, we initiate the investment and income plan.

Once your personalized plan is ready, we begin implementing each component, ensuring you fully understand how it all connects to your vision for retirement. During this phase, we’ll provide you with secure online access and a complete, organized copy of all files, so you always have clear visibility into your financial plan.

Life is ever-changing, and so are financial needs. To keep your plan aligned with evolving goals, we conduct regular reviews, at least annually, or more frequently if your strategy requires it. These ongoing assessments allow us to address any changes, ensure progress, and uncover new opportunities to enhance your plan.