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.