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First Meeting

A “get to know you” meeting. Do you like our process? Can I be of help to you? No sales at this meeting!

WHAT WE WILL COVER

1) Intro

Why did you come to meet with me? When the meeting is over, what had to happen for it to be worth your time?


3) Process

I share my process so you can see the big picture of how I help clients focus on retirement income planning.

2) Perspective

What is your perspective on your current situation? Complete a short questionnaire so we can both see what you are thinking.


4) Next Steps

We decide if this process is a right fit. If so, we begin and set the next meetings. If not, we part ways as friends.

Second Meeting

Finalize fact gathering, review your model, view wealth building process, and get started.

WHAT WE WILL COVER

1) Complete Facts

Fill in any missing info and understand your “whys”. This gives us your starting position and story – the real you.


3) Wealth Process

Share the wealth building process. The learning continues on how to set up larger retirement incomes for your family.

2) Review

Our first glance of where you are at and begin discussing strategies. Decide if this is the path you want.


2) Review

Our first glance of where you are at and begin discussing strategies. Decide if this is the path you want.