Client Access

Ready to Enjoy Your Golden Years?

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What to Expect in Your Call With Us

We’ll Answer Your Questions

The way we approach financial advising is an open book! You are welcome to ask us questions about our process and how we’ve helped clients in the past.

We’ll Get to Know You

We’ll also ask some questions about you, your current financial and life situation, and your goals for retirement. Think of this as getting to know a friend over a cup of coffee—we’re with you for the long run, so let’s get to know each other!

We’ll Explain Our Process

As our conversation wraps up, we’ll thoroughly explain next steps and what it’s like to work with us. If it sounds like a good plan to you, we will schedule another meeting!