Our Process
Our Proven Process helps us get to know you – your passions, goals, needs, and wants – and leads to a customized financial plan that works.
Onboarding Care
01. Attend a Summit
02. Attend Case Study Event
03. Opening Consultation
04. Strategy Session
Ongoing Care
ONBOARDING CARE
01. Attend a Retirement Wealth Summit
Your journey begins with our engaging Retirement Wealth Summit, where you’ll gain valuable insights into innovative retirement planning strategies. This in-person event sets the stage for understanding the possibilities that lie ahead and helps you envision Your Life, Your Way™.
ONBOARDING CARE
02. Participate in a Case Study Event
The following day, you’ll attend an eye-opening Case Study Event at our Parady Learning Lounge®. Here, we present live examples of how we’ve successfully assisted clients with similar situations. This interactive session at The Learning Lounge® allows you to see our strategies in action, providing practical insights into how we can help you navigate your unique retirement challenges.
ONBOARDING CARE
03. Opening Consultation
Next, we invite you to an Opening Consultation, where listening is our top priority. In this meeting, we focus on understanding your unique story, concerns, and aspirations. By reviewing your current financial situation, we can begin crafting a personalized plan that aligns with your retirement goals and aspirations. This step is crucial for establishing a foundation of trust and collaboration.
ONBOARDING CARE
04. Strategy Session
Following this, we move into a Strategy Session. During this session, we introduce our Modern Annuities® concept, and explore real income strategies tailored specifically for you. We will discuss various retirement strategies and product options while educating you on the pros and cons of each approach. This is where we start to design a plan that reflects your individualized needs and helps you UnStress Your Retirement & UnTax Your Retirement™.
ONGOING CARE
30-Day Check-In
Thanks to our Client Portal, you can be as involved in your wealth plan as you’d like to be. The portal lets you access all your accounts in one place, so you can easily track your progress and view your plan at any time.
ONGOING CARE
90-Day Check-In
Once your wealth plan is set in motion, we’ll reach out to check in on your goals, evaluate your plan, and make sure your money is working for you. Getting a plan set up is a start – but we help ensure that your plan is in motion and stays that way.
ONGOING CARE
Yearly Check-In
Retiring early? Dream vacation? No matter what your idea of “true wealth” is, we will meet with you annually to review and adjust a personalized wealth plan to help you pursue your goals, for years to come.