Process DefinedSTEP ONE:
The P.R.E.P. ProcessSM is a multi-appointment process. At our first appointment we seek to uncover your goals, dreams, and desires. We will ask some very poignant questions. The questions are designed to help you evaluate not just where you want to be 5 years from now, but where you want to be in 30 years. From there we collect financial data such as your desired retirement income, time frames for retirement, and current asset levels. At that point, we'll need some time to prepare your personalized Retirement Plan, so we'll set up another appointment to get together in a few weeks to present your plan.
