As part of our effort to ensure that we understand our clients’ tailored financial needs and can create their custom How to Retire Blueprint, we follow a disciplined five-step process,
The sole purpose of our initial meeting is getting to know one another. Only in that way can we focus on your specific needs and what your investment capital can do for you.
Next, we gather and analyze your financial information to start on an effective, long-term investment strategy that is custom tailored to your specific needs.
During the second meeting we will develop a high-level How to Retire Blueprint where we review the components and rationale of your plan.
During this phase we begin implementing your How to Retire Blueprint. We will maintain constant communication to make this process quick and easy for you.
We monitor your accounts on a regular basis so that when necessary we will update an existing strategy or develop a new one to ensure it is still performing in a way that meets your goals. In this way, we can ensure we are always adapting to your needs in an ever-changing world.
Ready to talk?
Nancy Ouellette
a year ago
