401(k) Rollovers, Roth Conversion, IRA Strategies
My Retirement Prosperity Planning™ Process
Meet.
The very first step in the process is to listen to you. I want to establish a clear understanding of what is most important to you and what you want your retirement to look like. Our initial meeting is complimentary.
I want you to make sure there's a good fit since I believe in developing long-term, meaningful relationships that allow me to know my clients and understand what’s truly important to them. This initial meeting can be held in person, by online video meeting, or over the phone – whichever works best for you.
Following our initial meeting, I’ll give you time to decide if working together is right for you.
Plan.
Once you feel that there is a good fit for us to work together and have engaged me to develop your plan for a purposeful retirement, I will provide you with a list of information and documents that will be needed in order to design your ideal retirement.
Armed with a thorough understanding of your goals and values and a clear picture of your current financial position, I begin working collaboratively to design your personalized plan for a secure and significant retirement.
Throughout the process, I can model different “what-if” scenarios so that you can see how various decisions will impact your plan.
Execute.
After we've developed your plan, it's time to start to make it happen. That begins with a discussion about what to expect from your ongoing partnership with Faithful Steward Wealth Advisors.
Next, we'll begin the process of taking the actions necessary to put your plan in place. This may include opening any accounts that may be necessary and transferring assets where appropriate.
Finally, I'll introduce you to my client tools and establish your logins and passwords. In addition, I'll review our proposed meeting schedule and agenda for the next 12 months.
Take the first step and schedule your free consultation now!