Our Process: What Happens Next

Why this matters:
Before your Strategy Meeting, we prepare your Situation Report (“SitRep”)—a clear, visual snapshot of your current financial picture. This report helps us have a productive and personalized conversation.

What you need to do:
✅ If you haven’t yet completed your intake, please do one of the following:

Schedule a 15-minute intake call with our team ➜
or
Complete the Intake Form Online ➜

Your intake must be completed at least 2 business days before your Strategy Meeting to allow time for our team to prepare.

What happens next:
Once we have your intake details, our planning team will:

✅ Review your financial situation
✅ Identify risks, opportunities, and key decision points
✅ Create a visual SitRep that maps out where you stand today

This process happens behind the scenes before your Strategy Meeting so we’re fully prepared to walk you through it together.

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

This is where the planning conversation begins. We’ll present your SitRep, walk through what’s working, what might need attention, and what strategies we’d recommend moving forward.

What to expect:
✅ A walkthrough of your SitRep
✅ Discussion of key opportunities and priorities
✅ Preview of possible Retirement Leverage Plan (RLP) options

There’s no pressure—just education, clarity, and a better understanding of your retirement landscape.

If you choose to move forward, we’ll formalize our engagement and begin preparing your full Retirement Leverage Plan (RLP).

✅ Confirm next steps with your advisor
✅ Schedule your Account Setup Meeting
✅ Begin gathering your supporting documents

This is when your document checklist becomes important. Documents are required before the Account Setup Meeting.
View Your Document Checklist ➜
Upload Files Securely ➜

45–60 Minutes | Preparing for Implementation

Before we can implement your plan, we’ll meet to confirm the details, review your documents, and prepare the necessary forms.

What to expect:
✅ Review of your final strategy and accounts
✅ Confirmation of allocations, timing, and next steps
✅ Completion of paperwork and custodial forms

Please make sure all required documents are submitted at least 2 business days before this meeting.

Once everything is confirmed, our team will begin putting your plan into action.

✅ Submit forms and coordinate with custodians
✅ Track progress and confirm key milestones
✅ Reach out if anything needs your attention

You’ll stay informed as each part of your plan comes together.

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

Now that your plan is fully in motion, we’ll walk through everything with you one more time to make sure you feel confident moving forward.

✅ Review of your completed RLP
✅ Access to your accounts and planning tools
✅ Answers to remaining questions
✅ Ongoing support resources

We’re Still Here — Whenever You Need Us

This is a partnership that continues long after implementation. You’ll have:

✅ Annual reviews (or more frequently if needed)
✅ Access to educational workshops and appreciation events
✅ A dedicated team available when questions arise