At our initial meeting, I gather much of the data needed to complete your plan. I begin working on your plan and will follow up for any additional information required. For the Retirement Roadmap plan, we schedule 2 hours of delivery meeting time- either one longer meeting or break it into two. For the full Comprehensive plan, we will schedule either two, 2 hr meetings or 4 one hour meetings. It is your choice.
At our delivery meetings, we work through each area of your plan. Options and outcomes will be illustrated as relates to each of your goals. You will be given online access to your plan and written recommendations within each area.