Engage

It Starts With a Conversation

Everyone is unique. It’s impossible to give advice without knowing your circumstances. Our process begins with a conversation. Help us understand your Element. We want to know your vision of retirement, the goals you have for your family, and how you define success. Are there things you would like to do now? What are your musts? What are your dreams? At the end of our conversation, we’ll have a clear picture of your objectives and where you stand today.

Analysis

After our initial conversation and fact-gathering, we will evaluate your current plan and resources to determine what actions need to be taken. We will show you where you are today and our recommendations for change. We’ll show you the impact any changes will have on your plan so that you walk away with a clear and confident feeling that you’re taking a step in the right direction.

Implementation

Once we have agreed upon the plan, it’s time to get to work. We will develop a Priority Action List that details our action items, the goals that each action item affects, and the status of each. This will allow you to stay on top of and in control of your plan. We do all the heavy lifting and our staff will keep you informed along the way.

Evaluation

Life happens and things change. Our planning process is dynamic and evolves as your life changes and external events dictate. By staying on top of and constantly reviewing your plan, you can remain confident that you are on track to meet your goals.