Our Pre-Retiree Process


We have a clearly-defined, thorough, and tested retirement planning process for those who are looking to retire, like you.

retirement planning allen texas


Step 1: Assess Your Current "Retirement Readiness"

This meeting will either be held at our offices or online and will be a chance for us to:

  • Get to know each other and see if working together will be the right fit

  • Identify your goals, understand obstacles, and see where we can add value to your plan

  • If we feel it's the right fit and you want to proceed, we can discuss next steps & fees for our services


Step 2: Initial Retirement Planning

So what does initial planning mean? We focus on solidifying these important pieces of your financial puzzle:

  • Deep-dive into all of your investments, assets, and liabilities to determine where you're at in relation to the goals you've outlined for us.

  • With you onboard, restructure your portfolio (or keep as is) to better align with your goals. 

  • Set you up for success when that retirement date comes (whether that's in 5 years or 5 weeks) by providing a clear understanding of monthly income, healthcare planning, insurance, and legacy planning.


Step 3: Ongoing Retirement Planning

Sticking to the plan is often the hardest part of financial planning. With ongoing planning, we focus on keeping your plan relevanttax-efficient, and aligned with your goals (which may change over time...and that's okay!). 

In addition to consistent monitoring of your plan, I like to stay connected with my clients more than once a quarter. You'll hear from me monthly through relevant newsletters, blogs, social media, and other important communications regarding your specific plan or larger market news. My clients love these short and relevant communications, and I know you will, too!


Schedule a Meeting

You can schedule a free introductory meeting using the link below: 

Get Started