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 90 minute delivery meetings. For the full Comprehensive plan, we will schedule 3 90 minute meetings.
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.