Start My Retirement Plan
with a Certified Financial Services Professional
Getting Started on Your Retirement Plan
You can start your Retirement Plan with a no-charge/no-obligation phone or web consultation to see if our knowledge, capabilities, and software tool is a good fit for you. You will be working with a certified financial services professional, not a salesperson. If we mutually agree on a 'good fit' to do business together, we will provide you access to our Professional Retirement Planning Software to begin the onboarding process as a client. From there, we do the heavy lifting to develop scenarios, analyze results, and projections over your retirement time horizon. Together, through multiple collaborative meetings, we'll help you Visualize your Retirement Possibilities and chart your course toward a Purposeful Retirement™.
Step 1: Schedule a Consultation
This 1st step is a 30-minute no-charge/no-obligation consultation. We will look at your current financial situation with you. We will discuss your goals, timelines, and whether a comprehensive Financial Plan or a Retirement Plan would be in your best interest. If you want or need professional Financial Planning or Retirement Planning assistance, we will prepare a personalized services contract for your consideration.
No Charge for Step 1
Scedule a ConsultationNo Charge for Step 1
Step 2: Provide Your Financial Information
Congratulations! You have signed a services contract to begin your Retirement Planning journey!
With a few basic steps, you will be able to provide your financial information through an intuitive interface of professional Financial Planning software. With the RightCapital tool, you'll be able to:
Fill out your Profile Information
Add your Income, Expenses, Assets and Liabilities
Set your Goals
Take your personalized Risk Assessment
Link your Banking and Investment Accounts
Fill out your Profile Information
Add your Income, Expenses, Assets and Liabilities
Set your Goals
Take your personalized Risk Assessment
Link your Banking and Investment Accounts
Step 3: Collaborative Planning
We will go to work to understand all the information you provide. We will have the 1st collaborating meeting with you to make sure your information is captured properly. We will also clarify goals and aspirations for your Purposeful Retirement™.
Then we will perform the initial analaysis. Then we'll set up the 2nd collaborative meeting with you to review our analysis and results. With your collaborative input, we will then tweak any scenarios you want analyzed and generate a final report. A 3rd collaborative meeting will be held to review the final report, including observations, risks, and recommendations. We will communicate with you regularly throughout the collaborative planning process and have a Client Portal available for seamless collaboration.
Client PortalThen we will perform the initial analaysis. Then we'll set up the 2nd collaborative meeting with you to review our analysis and results. With your collaborative input, we will then tweak any scenarios you want analyzed and generate a final report. A 3rd collaborative meeting will be held to review the final report, including observations, risks, and recommendations. We will communicate with you regularly throughout the collaborative planning process and have a Client Portal available for seamless collaboration.
On-Going Support
Implementation Assistance is Available
Our business is built on a foundation of thoughtful client relationships. We believe that staying with you throughout the stages of your retirement can yield useful results for you. We offer a very flexible offering to assist you throughout your retirement journey. Whether monthly, quarterly, or yearly, we'll help you stay on top of your Plan.
Life changes. Markets change. Your goals may change. It’s important to keep your Initial Plan updated. We are here to support you. Once we have completed and delivered your Initial Plan, at your discretion, we will continue to work with you on an On-Going basis. We’ll use a personalized service calendar approach and update a segment of your Plan periodically, depending on your specific needs.
This optional service is attractively priced based on the Service Modules included in your Initial Plan and is highly customizable to your personal needs and budget.
Studies show that a Plan is only as good as its implementation, and we encourage you to take advantage of this service to help keep you on track.
A client service calendar will be personalized for you based on your wants and needs.
Implementation Assistance is Available
Help Video: How To Enter Your Data
10-minute walk-through on how to fill out your Profile information and add your financial data to the RightCapital Planning software
Send us your questions!
Contact Us TodayIf you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice or if you have any questions you can ask here!