Your Dreams Matter
We believe everyone should be able to live the retirement they’ve always wanted.
If you don’t know where you want to go, how will you know when you arrived? We guide our clients through our Five Star Wealth Map to help define your unique financial goals and concerns and then develop a customized strategy to help you address them.
Connect: Understand you and identify your needs/concerns
Conceptualize: Share how we can help you
Commit: Next steps based on mutual commitment
1. Discovery Meeting
Clarify objectives: Review concerns identified in the discovery meeting
Revision of assumptions: Review the initial plan and make any necessary adjustments
Establish clear direction: Engage in a financial planning agreement outlining the steps going forward
2. Strategy Session
Present and review your plan
Educate on different strategies
Prioritize actions steps
3. Five Star Plan
Connect: Understand you and identify your needs/concerns
Conceptualize: Share how we can help you
Commit: Next steps based on mutual commitment
4. Implementation
5. New Client Welcome
Connect: Understand you and identify your needs/concerns
Conceptualize: Share how we can help you
Commit: Next steps based on mutual commitment
WE OFFER SERVICES IN THESE THREE AREAS:
Create
Prepare for retirement by putting your hard-earned assets to work.
Protect
Protect the assets that can help you live the retirement you’ve always imagined.
Preserve
Provide for the people and causes you care about the most.
