Become a Client
Is Leverage Planners Right for You?
Our clients want more than generic retirement advice—they want a plan that reflects their values, protects what they’ve built, and keeps them in control. In this section, we’ll walk through who we serve best, what makes our planning philosophy different, and how to know if our approach aligns with yours.
Preview the kinds of people we serve—and why our process isn’t for everyone.
See if we should work together →
Our Process
You won’t get a cold sales pitch here. You’ll get a structured, transparent, and deeply personal planning experience. We outline each stage of our Leverage Planners Method—from our first conversation to your finalized plan and ongoing support.
Explore how we go from “Where are you now?” to “What’s possible?”—and then help you put it all in motion.
See How It Works →
Get Started
Ready to take the first step? This section covers how to book your intro meeting, what to expect in that conversation, and how to prepare (spoiler: you don’t need to bring a stack of paperwork). We also cover the two simple paths to begin gathering your info—whichever is easiest for you.
A low-stress way to start building a plan with long-term impact.
Let’s Get Started →
The Retirement Lifestyle Plan
The RLP™ is more than a document—it’s the blueprint for a retirement that actually works for your life. Here we explain what goes into building your personalized plan, how it’s structured, and how it guides everything from income strategy to portfolio protection to healthcare and legacy goals.
Get a closer look at the planning deliverable that ties everything together.
Explore the RLP →
Ready When You Are
Whether you’re taking the first step or the next step, our team is here to guide the way. Every relationship starts with a no-pressure intro meeting—and grows from there.
→ Book a Free Intro Meeting → Meet our Team