Our Clients & Community

What It’s Like to Be a Client

A clear, steady process—without the overwhelm.

When you work with us, you’re not handed a pre-built “solution” in a binder. We take the time to understand where you’ve been, what matters to you, and where you want to go next. Then we build your Retirement Lifestyle Plan step by step, using our structured—but flexible—Leverage Planners Method.

Here’s what that feels like:

• Straightforward conversations with no sales pressure

• Real education that helps you make smart decisions

• Clear action steps that replace overwhelm with momentum

• Ongoing support from a team that knows your name and tracks your goals

You’ll never have to wonder what’s next or where things stand. We keep the process organized, thoughtful, and built around your life—not ours.

→ Explore the Client Experience

Client Appreciation Events

More than planning. It’s about connection.

Financial planning may bring us together—
but it’s the relationships that keep us close.

Throughout the year, we host a thoughtful rhythm of gatherings:
small celebrations, quiet check-ins, shared moments that reflect the trust we’ve built with our clients.

Just a simple way to say: We’re glad you’re here.

→ See How We Show Appreciation

Client Ambassador Program

The best introductions are personal.

When someone shares our name with a friend or family member, it means they trust the way we show up. That’s not something we take lightly.

Our Ambassador Program gives clients a thoughtful, low-key way to make those introductions—no pressure, no awkward pitches. Just a meaningful path for connecting others to planning that feels personal, steady, and built to last.

→ Learn About the Ambassador Program

Giving Back to the Broader Community

Because community deserves more than words.

Our work doesn’t end with client plans and portfolio meetings. We believe in contributing to the broader community—with our time, our energy, and our expertise.

You might find us:

• Hosting retirement workshops open to the public

• Partnering with local organizations to share financial education

• Answering questions for folks who are just beginning to think about retirement

It’s not a side project. It’s part of who we are.

→ See Upcoming Community Events