(978) 475-2533 | (978) 852-8697
(978) 475-2533 | (978) 852-8697

If you’re looking for a financial firm that specializes in retirement, you’ve come to the right place.

This is How We'll Work Together

Step 1: Vetting and Inquiring
Step 2: Discovering
Step 3: Organizing
Step 4: Building
Step 5: Implementing and Managing

Vetting and Inquiring

Choosing the right financial advisor is an important and personal decision. We’ve designed our website to make it easy for you to vet us thoroughly before we meet. You will have a clear idea of who we are, how we work with clients, the services we offer and the fees we charge. If you believe we are the right firm for you or have some additional questions, call us. If we mutually determine that we are a good match for each other and decide to establish an advisory relationship, we will schedule a Discovery meeting.

Discovering

Getting to know you, as well as your goals and concerns, will enable us to provide you meaningful advice. This meeting is about who you are and what is important to you, not how much money you have. At this stage, we will discuss your family relationships, personal and professional interests, and how you make important financial decisions. We will then move onto organizing your financial records.

Organizing

We’ll work with you in a systematic way and at a comfortable pace that fits your schedule to assemble the information that we’ll use to build the plan. We sort, scan and save the information electronically. Once we’ve organized and analyzed the information, we’ll have a clear picture of your financial resources. Then it’s time to build the plan.

Building

The financial plan is a straightforward plan articulating what you hope to accomplish, and the path to helping you get there. It will take into account key factors of your income, expenses, taxes, investments, insurance protection and estate plans. It will be realistic, easy to understand, and actionable.

Implementing and Managing

Even the most well thought out plan is of little value unless it is implemented properly. Furthermore, because goals and personal and financial circumstances change, most of our clients work with us on an ongoing basis through our Ongoing Financial Planning Services to implement, manage and revise the plan as needed.

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