At our first meeting, we asked Dave and Debbie questions. We helped them clarify their goals and reviewed their current financial situation. They walked away with a clear, compelling vision of their financial future and much of their stress seemed to vanish.
They asked us to create a formal plan for them, which we did by analyzing their retirement accounts, pensions, estate plans, insurance, and taxes. We came up with a list of ideas to improve their situation.
Dave and Debbie were happy with their plan and asked us to help them implement it. Now we meet several times a year to make any adjustments needed and review their progress. They are looking forward to a wonderful retirement!
By far, the most common thing we hear from new clients is “I wish I would have done this sooner!”
It all starts with a conversation.