Next Steps

    "A journey of a thousand miles begins with a single step" ~ Lao Tzu

    After the initial consultation, we will have determined the capital sum of money you will need by the time you retire. The question now becomes: How do I get to that number?

    During or after the free initial consultation, if it is decided that we should proceed in working together, Next Steps will include the following:

    • You will provide detailed data via the questionnaires provided to you for the Discovery process.
    • This data will be used to help you in the creation of a customized comprehensive financial plan.
    • We will discuss this plan and any questions you may have.
    • We will help you implement the plan step-by-step so that you will succeed in achieving your goals.

    ​It's That Simple!​          ​What's My Number?​