Get started in just five simple steps…
1. Clarify your vision
Before beginning any journey, it’s best to know where you are going and what to expect along the way. Our first step of the process is unique because it’s all about you and “your” vision of retirement.
Together, we will clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. A personalized written outline summarizing your unique vision will be mailed to you for review at no cost or obligation.
2. Assess your situation
A trusted doctor would never give a medical diagnosis without first looking you over. Neither will we! That’s the reason the second step was created: “The Assessment.”
At this meeting we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided to you at no cost.
3. Commit your retirement
The WorryFree Retirement® is based on commitment and trust. In order to work together, we must confirm our commitment to the process.
We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.
4. Implement your gameplan
Reaching any goal requires action. With implementation of your personal Gameplan, you will have a safe, easy to follow path format reaching your retirement goals.
This written Gameplan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.
5. Monitor your progress
There’s only one guarantee in life: Nothin’ stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you.
That’s what trust and commitment are all about.
The WorryFree Retirement® Process anticipates change and values the idea of monitoring your progress along the way. Our time together also gives us a chance to explore new ideas and possibilities as well.
Ready to get started with The WorryFree Retirement process? Schedule a no cost consultation with David by clicking below or call: (501) 218-8880.