Initial consultation

We will answer any questions you may have about the process. The main purpose is to begin to develop a long-term relationship that will help enable you to achieve your goals.

Introduction to the Retirement Income Model

We use our proprietary model as a starting point for all our retirement planning discussions. By comparing your current situation to the model we will be able to begin the process of putting the pieces of your strategy in place.

Presentation of Plan and Recommendations

We’ll deliver the results of your unique retirement strategy. In this session you will understand exactly how your strategy will enable you to live the retirement of your dreams. Each step for execution and funding of your strategy will be fully explained.