Our Process


Collaborative Planning Process

Our collaborative planning process is designed to address the Full Checklist of planning items to help bring clarity and confidence to your purpose driven retirement goals and build an integrated plan to help achieve them.

Start the conversation

During our initial meeting, we take the time to get to know you and your family. We'll explore your retirement goals and discuss any financial concerns you may have. We will introduce our approach to building purpose driven retirement planning strategies, then together, decide if it makes sense for us to work together.

Learn about your situation

Through a series of conversations we refine the passions you want to pursue in retirement and uncover the details of your financial situation including risk tolerance, cash requirements and timing. We also discuss the roles of your accountant, lawyer, and estate planning attorney and what retirement planning strategies you have in place.

Create your customized plan

Next, we'll create tax-efficient retirement strategies that take into account your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies. Because your retirement plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

Monitor and review to stay on track

To help keep your plan on track and in line with your goals, we will touch base with you and provide updates on your investment allocations and progress toward your goals then adjust your plan as needed.

Purpose driven retirement planning requires a dedication to fully understand what is important to you.


Connect with us to discuss your retirement planning needs