At our first meeting, we will connect with each other and lay the baseline down for your expectations. This time is dedicated towards getting to know you and your goals for retirement. We will also discuss any plan that you currently have in place and how you would like to improve it.
Then, we will take your goals for retirement and design a personalized plan to meet your individual needs and wants. We will never push any financial product or service on you because we want you to be totally confident in all parts of your plan. This time will be spent explaining the various products that could benefit you going into retirement.
Once we have discussed thoroughly and you are confident in your plan, we will start implementing. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to the plan we discussed.