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.