PROCESS

What working together looks like

The Steps

Step

Initial free consultation.

We talk first at no charge, to see whether my services are a good fit for what you need.

Step

Engagement agreement.

The agreement is written to be easy to read and understand, so each side’s responsibilities are clear.

Step

Information collection meeting.

This usually takes an hour. I learn about your specific situation and your goals.

Step

Written summary.

I send a summary of our meeting, request for more information as needed, and a list of the goals we are working on.

Step

Analysis

I produce a quantitative, multiyear analysis of your financial situation. It is based on the information you provided to me and on assumptions about the future.

Step

Discussion.

We go over the results together.

Step

Updates.

I revise the analysis as requested and required.

Step

Ongoing.

You decide when and if you would like to keep working together.

Where we meet

Most meetings are by Zoom or phone. If you live near Morris County, NJ, we can also meet in person.

CONTACT

Get in touch

To request the free retirement planning primer or a free initial consultation, fill out the form below and I will get back to you shortly.