Shoot the Breeze
Our first connection is a chance to chat, share a few stories, and make sure we like each other, at no cost to you. We have to spend a lot of time together to make this work and it needs to feel like a good mutual fit!
Blue Sky Session
This is where the magic begins. It’s our turn to listen. You share your ideal version of retirement - how it looks and feels; the impact you want to have on yourself, your loved ones, or causes that are important to you; and any goals you want to accomplish. We cap off this session by working through a cash flow exercise (high value, low boredom, we promise) that helps you determine what you need and want to spend to make your retirement vision a reality.
Connecting The Dots
We work to build a retirement plan that will answer all of your burning questions. We take what we heard in our Blue Sky Session and start to refine your retirement vision so we can make recommendations to make it happen.
Say YES Roadmap
Here’s where the plan arrives. We’ll go through what we heard as you shared your Blue Sky Vision, and help you tackle any obstacles through your financial plan. We’ll present our recommendations so you can say YES to enjoying what you worked hard to build. We’ll also introduce our Say YES Circle, which is the backbone of your investment management during retirement - allowing you to stay in the market while continuing to spend with confidence.
Making it Happen
If you’d like us to implement your new financial plan, we connect again to set up all of the component parts of the plan, such as insurance, investments and estate planning.
