WISE Retirement Planning Process


What to Expect


First Meeting - Who, What, When, Where, Why

We meet with you to get to know you and better understand your goals and values.

*We do not make any specific recommendations and you are not asked to sign anything in the first meeting.


Second Meeting - Ideas and Brainstorming

We present your personal retirement plan and review our recommendations with you.

*You are not asked to sign anything in the second meeting.


Third Meeting - Strategy

We begin implementing your retirement plan and discussing ongoing expectations.

*We're usually signing paperwork during this meeting.


Ongoing Annual Meetings - Execute and Evaluate

We touch base and ensure that everything is progressing as expected.

*We also discuss legacy planning, tax planning, giving options, asset protection, etc. in these meetings.



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