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Before we start crunching numbers, we’ll talk about the things that are most important to you—family, community, hobbies, and goals. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far. Together we’ll piece together where you stand.



Based on what we discuss in the Discovery phase, we will assess your personal retirement situation, gauge where you are now relative to your life goals and priorities, and consider if any gaps exist. We will measure the financial implications of each goal we discuss and construct the framework for a retirement plan that supports them.



A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific strategies and/or investments to help you pursue each of your retirement goals. This is where we implement your customized retirement plan.



Just when you make arrangements, life happens—and events of any size, can change everything. The monitoring stage incorporates tracking systems to keep your retirement plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.