Our Process

30 Minutes | Building Trust, One Conversation at a Time

What It Is: A mutual conversation—simple, honest, and pressure-free. By this point, you already know a bit about how we work. This meeting is where we get to know each other and explore whether continuing the process feels right for both sides.

What You Can Expect: A relaxed, values-based conversation. We’ll listen to your goals, answer your questions, and share how our planning approach works in real life. If it feels like a match, we’ll invite you to take the next step. 

No paperwork. No prep. Just a genuine conversation.

15 Minutes | Upload or Chat—We’ll Take It From There

What It Is: If we agree to move forward after the Trust & Respect Meeting, we’ll ask for some essential info to build your plan’s foundation. You can choose the path that works best for you.

What You Can Expect:

• A 15-minute intake call with our team to walk through your details together,
  or

• A secure link to upload your documents, account info, and intake form on your own time

This step helps us create your personalized Situation Report for the next meeting. No busywork. Just the key pieces we need to get started.

60 Minutes | Seeing Where You Stand—and What’s Possible

What It Is: This is where the planning begins. We’ll present your Situation Report (SitRep)—a clear, visual snapshot of where you stand today—and walk through what’s working, what’s missing, and where to go from here.

What You Can Expect: You’ll see the real picture: your assets, income sources, risks, and opportunities—all laid out clearly. Then we’ll show you examples of what a Retirement Lifestyle Plan (RLP) looks like for our clients: structured, intentional, and built to protect what matters most.

We’ll walk through the types of solutions we build and give you a chance to see how we work and what’s possible if we keep going.

Next Step | Your Team Goes to Work

What It Is: If you’re ready to move forward, we’ll formalize the relationship and begin the planning and implementation process. This is where we shift from evaluation to action.

What you Can Expect: We’ll walk you through the engagement paperwork and start opening any transition accounts. Behind the scenes, we’ll begin building your personalized Retirement Lifestyle Plan, tailored to your needs, goals, and the gaps we identified together.

You’ll move forward with confidence—knowing that we’re now officially working as your advisory team.

60 Minutes | Putting the Plan in Motion

What It Is: We present your complete Retirement Lifestyle Plan, fully customized and ready to go. This is the plan we’ve built based on your goals, priorities, and the planning conversations we’ve had so far.

What you Can Expect: We’ll walk through the full strategy, confirm the details, and make sure everything is aligned with what matters most to you. If everything looks good, we’ll walk through the final documents together so we can move forward.

This meeting marks the transition from planning to action. You’ll leave knowing what’s happening, why it’s happening, and how it all works together to support your long-term goals.

Behind the Scenes | Getting Everything in Place

What It Is: After you’ve approved your plan and signed the paperwork, things may feel quiet for a bit—but a lot is happening behind the scenes. We're coordinating, monitoring, and preparing everything so the next phase of your plan can be delivered as smoothly as possible.

What You Can Expect: During this time, we’re tracking the pieces we’ve initiated—making sure your strategies are processed, your transitions stay on track, and nothing falls through the cracks.

We’ll stay in touch with updates as needed, and we’re always here if you have questions. Once everything is in place, we’ll schedule your Delivery & Onboarding Meeting.

60 Minutes | Your Plan in Place, Your Team by Your Side

What It Is: This is where we deliver on everything we’ve planned together. Your strategy is now fully implemented—and this meeting marks the close of one phase and the start of something ongoing.

What you Can Expect:  We’ll review your completed plan and show you how the key pieces are now working on your behalf. Then we’ll walk you through how to confidently navigate your new tools, accounts, and support resources.

This is also your formal welcome into the Leverage Planners client family. We’ll cover:

• How to access your new accounts, reports, and planning tools

• Invitations to ongoing client events, workshops, and review meetings

• How to reach us when questions or needs come up

At this point, your plan is complete, your tools are ready, and you’re officially part of the Leverage Planners family.

We’re Still Here — Whenever You Need Us

What It Is: Our relationship doesn’t stop once your plan is in place. In fact, that’s when it really starts. We stay with you—year after year—to help make sure your plan keeps working as your life evolves.

What you Can Expect:  Whether it’s a major life change, a market shift, or just time for a check-in, we’re here. We review your plan when you need it, when life demands it, or at least once a year—whichever comes first.

You’ll also be part of our ongoing client community, with access to:

• Educational events and planning workshops

• Appreciation experiences and private client gatherings

• Opportunities to participate in our Ambassador Program and help others find their way

This isn’t just support. It’s a relationship—built to last as long as you need it.