Initial consult – You’ll have a brief, no-obligation phone call with a qualified retirement adviser to discuss your current situation and explore how we can assist you. (click here to book). (Phone call) (10 minutes)
Discovery – In this meeting, you’ll dive deeper with your adviser to provide details about your preferences, goals, and financial situation. Your adviser will conduct comprehensive research to develop tailored retirement strategies that align with your needs. (In-person or virtual) (60 – 90 minutes)
Strategy – Once your adviser has crafted a tailored retirement strategy, you’ll meet to review it together. During this session, you’ll discuss your preferences and refine the approach. When the strategy is agreed, your adviser will prepare a formal Statement of Advice with your recommendations. (Virtual or phone) (30 minutes)
Presentation – Your adviser will present the final recommendations and your Statement of Advice in detail, including projections, modeling, trade-offs, costs, and benefits. After discussing everything thoroughly and ensuring you’re comfortable with the plan, you’ll sign the necessary documents to move forward with implementation. (In-person or virtual) (60 – 90 minutes)
Annual review – At least once a year, we’ll meet to review your retirement strategy, investments, and any changes in your circumstances. We’ll provide updated recommendations to ensure your strategy remains on track and aligned with your evolving retirement goals.