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Frequently Asked Questions
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Getting started begins with a complimentary conversation about your retirement goals, current financial situation, and questions about the future. Before the first meeting, clients complete our Enhanced Clarity Guide to help organize their thoughts, identify their priorities, and provide a clearer picture of where they stand today. This helps create a more focused discussion about their retirement strategy and the areas they may want to explore further.
For an initial meeting, in addition to completing in advance our Enhanced Clarity Guide, it is helpful to bring information about your current financial picture, including retirement accounts, investment accounts, your most recently completed tax return, income sources, insurance policies and retirement goals. Having this information allows for a more complete discussion of your retirement strategy and areas that may need review.