Get Started
Ready to Take the First Step Toward a Smarter Retirement?
If you’re curious about working with us, the next step is simple: schedule a 30-minute Trust & Respect Meeting. It’s not a pitch—it’s a real conversation where we get to know you, and you get to decide if our approach feels right. We’ll talk values, goals, and how planning fits into your life.
This is where we both decide if there’s a good fit before moving forward. No prep, no pressure—just people, talking.
What Happens in the Trust & Respect Call
At Leverage Planners, we believe great planning starts with great relationships. That’s why we begin with a conversation, not a commitment. We’ll listen to what matters most to you, answer your questions, and explain how our planning process works. If it feels like a match, we’ll invite you to move forward.
Why Clients Choose Leverage Planners
There’s no shortage of financial advice out there. What sets us apart is how we turn confusion into clarity—and complexity into action.
After our initial call, we’ll invite you to build your personalized Situation Report (SitRep). It gives you a clear picture of:
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Where you stand today
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What’s working—and what’s missing
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How your money flows, protects, and supports your retirement life
Then, we use that clarity to build your Retirement Lifestyle Plan (RLP)—a strategy that’s built to move you forward across every area of your retirement life.
What Makes Our Planning Different
We don’t start with assumptions. We start with listening.
And we don’t just talk investments. Our planning covers what every retiree actually needs—what we call the Five Retirement Pillars:
You already need these. We help you plan them, all in one place.
Still Have Questions? Here’s What Others Ask Before Booking
What is the Trust & Respect Meeting, exactly?
It’s a 30-minute phone call where we get to know each other. You’ll share what’s on your mind financially, and we’ll share how our planning approach works. No forms, no statements—just a real conversation to see if it makes sense to continue.
Do I need to bring anything to the Trust & Respect Meeting?
Nope. No paperwork or preparation required. Just yourself and whatever questions you’ve got.
What happens after the Trust & Respect Meeting?
If we both feel there’s a good fit, we’ll move forward with building your personalized Situation Report (SitRep)—a financial snapshot that shows where you stand today and where the gaps are.
What does building out the SitRep require from me?
We’ll need a few key documents: things like account statements, Social Security info, pension or income details. You can either upload them securely, or do a quick intake call with our team. It’s your choice—and we make it easy.
Is there any cost for the intro meeting or the SitRep?
No. Both the Trust & Respect Meeting and your SitRep are complimentary. You’ll only ever pay if you decide to become a planning client—and by then, you’ll know exactly what you’re getting.
You Don’t Need to Have It All Figured Out
What You Can Expect:
✔️ A no-pressure intro call to explore fit
✔️ A clear next step if we move forward
✔️ Support gathering the documents for your SitRep
Ready to Get Started?
No pressure. No sales. Just real conversation.
Learn More About Us:
Ready when you are.
You’ve got questions. We’ve got a no-pressure way to get answers.
Book Your First Appointment Meet our Team