Our Planning Approach

Our goal is to holistically create an integrated approach that provides a consistent client experience, which focuses on the relationship between the client and our firm. Our objective is to actively engage our clients in the process and to utilize a comprehensive approach to financial planning.

We recommend that clients meet with us four times throughout the year on a calendar basis. We truly believe that this ongoing process is the best step to take to help you plan for your goals, because as your life progresses, your dreams and goals may also change. Below is a brief description of what each meeting will entail.

Retire Abundantly Process

We use our "Retire Abundantly Process" to manage our clients’ retirement income and investment needs. This methodology allows us to address the different needs, for the various stages of their lives. Our process allows our clients to do the things that they want to do, when they want to do them and with whom they want to do them. The process eliminates the waking up in the middle of the night and worrying if they will have enough income, or not, for life, due to the ups and downs of the market. 

Each client's needs and wants are addressed and a fully integrated "plan" is developed for the short and long term.