Explore working with us
Hiring an advisor is a big decision. We want you to get it right. We’ll get to know you, you’ll get to know us, and you’ll receive answers to your biggest retirement questions – all free and before you decide to hire us. There’s never a hard sales pitch.
Our process
- 01
Introductory call
15-30 minutes
We’ll discuss what questions are on your mind and see if we’re a good mutual fit to work together.
- 02
Information gathering meeting
1 hour
We’ll discuss your retirement goals, learn more about you, gather more information on your financial situation, and you can ask any questions.
- 03
Retirement strategy meeting
1 hour
We’ll go over ways to improve your retirement plan and you’ll get answers to your biggest questions. Yours to keep.
- 04
Onboarding
If you decide we’re the right fit to help you implement your retirement plan, we’ll start onboarding you as a client.
No pressure at any step
The first conversation costs nothing and carries no obligation to continue. If we’re not the right fit, we’ll do our best to connect you with a firm that’s right for your needs.