Welcome to the Retirement Income Design Experience®
The Retirement Income Design Experience® is designed to help you discover your true goals and priorities for retirement and beyond. With clarity about your desires, we work to align your financial resources with a plan to achieve those goals. With this process, you should expect be an active participant and feel more control over your long-term financial success.
Here’s What You Can Expect
Step one
The GPS Conversation
Step two
Designing Your Route
Step three
Program The Course
Step four
Start The Journey
Step five
Retirement Wealth Checkpoints
The GPS Conversation
Our first phase will focus completely on you. We will discuss your specific goals and priorities, ideas about money, and how you measure success. We ask lots of questions so that we can learn as much as we can about you! In addition, we will answer any questions you may have regarding our compensation and how we may potentially work together.
Designing Your Route
The primary objective of this phase is to gather as much information as possible about your existing financial resources. We will begin analyzing this data so that we have a clear understanding of how your capital is currently working for you. After we have completed our initial analysis, we will begin developing a strategy that aligns your financial resources with your goals and priorities.
Program The Course
During this phase, we will present the strategies and recommendations that our team has designed on your behalf. The goal of this meeting is to review these recommendations and allow you to decide which strategies are best suited to implement.
Start The Journey
This phase is all about action. We will begin to implement the plans and strategies you have chosen to help secure your financial future. Our goal is to make this piece of the process as easy and efficient for you as possible.
Retirement Wealth Checkpoints
Throughout your time with us, we will continually monitor and review your strategies and plans to be sure that you remain on course to meet your goals. We are always available to you should anything arise; however, we want to meet with you at least once a year to check in and review your progress.
An Outcome Based on Your Interests & Aspirations
Whether we meet in person or virtually, our goal is to enhance your confidence related to your financial picture. By working together through a process that is tailored to your needs, we’ll be able to identify solutions that will benefit both you and your loved ones.