The Waypoint Method™

We’ll discuss your current situation, your goals, and your priorities.

After the meeting we’ll map out your initial retirement plan and send you a written summary of our initial action items within 48 hours.

Review our initial retirement plan and choose what’s right for you:

1. Start now → You’ll e-sign & we’ll reach out to get started.
2. Need More Time? → optional 20-30 min. additional call (we encourage your partner to be there too)
3. No, thanks → you still leave with a little more clarity than you had before.

Welcome! This is where the fun begins.

We start by sending you our financial data gathering questionaire. After you complete that we will schedule you for a 60-minute “Get Organized Meeting”.  In this meeting we’ll review what you’ve provided us and gather any remaining necessary financial information for serving you and getting everything organized.

Typical items that we will ask for include:

• Account Statements
• Most recent tax returns
• Estate planning documents (such as a Will, Power of Attorney, and Trust documentation)
• Driver’s license or other government ID.
• W-2 and 1099 Wage and Tax Statements
• Account Statements
• Insurance or Annuity Policy Information
• Employment Information
• Employer Benefit Information.
• And More

Once we have all the info that we need from you, our team will review everything, prepare our follow-up questions, and develop your initial financial plan.

After our review phase, we’ll reach out to schedule a 60-minute “Explore Possibilites” Meeting. We’ll present our initial model of your financial plan. In this meeting we’ll introduce you to our financial planning software, show you the plan that we have created based on the information you’ve given us, show you how you currently stand financially, and talk through your goals to get an idea of the most appropriate strategies/recommendations.

After we’ve had sufficient time to build out your plan and our recommendations, we’ll meet for our 60-minute “Plan Delivery” meeting. In this meeting, we will further develop and present our financial recommendations and strategies for you.

We will then proceed forward on all agreed-upon action items for you and us. We’ll take the lead on holding us both accountable over the following weeks as we implement and monitor the agreed-upon courses of action.

As needed we’ll schedule a follow-up meeting within a reasonable period. If no follow-up meeting is needed we will reach out anyway before 3 months goes by to check in with you on how our recommendations have been working for you and to make sure we are staying up to date on any new recommendations that may need to be made.

From here, we’ll continue to proactively reach out every 4 months to schedule a review meeting. We’re always welcoming to schedule a meeting sooner, if need be. In addition, you will always have access to call, text, or email us at any time.