The Retirement Compass™ Process begins with careful planning. Our 5-step process has been formulated to help you worry less about your money so that you can concentrate on the things that matter most: family, spending time with loved ones, personal purpose, learning, growing, health and wellness.
1. Discover
Before beginning any journey, it’s best to know where you are going and what to expect along the way. It can be difficult to get started. That is where we come in. The first step of the process is about discovering your personal vision of retirement. Together we will outline a clear vision of your targets and overall desires for where you want to be. Strengths and weaknesses will be identified to formulate a plan which takes into consideration any potential challenges for your financial journey. We will send you a personalized written outline summarizing your personal vision at no cost and with zero obligation.
2. Evaluate
Just as a medical doctor must perform a routine examination before making a diagnosis for treatment, your financial planning begins with, “The Evaluation.” Scott will meet with you and review your complete financial history and make determinations and recommendations to remedy any potential issues or concerns which need to be addressed. A written assessment of these findings and recommendations will be provided to you at no cost.
3. Modify
Formulating the best plan for you is based on commitment and trust. In order to work together, we must confirm your plan is specific to you and your long-term retirement desires. We will never pressure you to buy or invest in anything, nor will we ever suggest you move forward with our recommendations unless you completely understand them.
4. Activate
Reaching goals requires commitment to a clear plan of action. Once your goals have been discussed and your financial situation evaluated, we will orchestrate a strategy that is tailored specifically to your needs. This is your written Game plan. This written Game plan will be self-contained in a highly organized binder that clearly outlines your hopes and dreams. You will have a safe and easy to follow plan for reaching your retirement goals.
5. Support
There’s only one guarantee in life: “Nothing stays the same!” Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. If you have a question, we’ll be here for you. That’s what trust and commitment are all about.
