Step 1. You will receive an email invoice as well as a confirmation email, with a link to schedule your 30-minute intro call and login information for the Funded Ratio questionnaire.
Step 2. Schedule your intro call. On your intro call, you will schedule your hour-long discovery meeting, where you will get an overview of the process and discuss what documents will be needed to complete the analysis.
Step 3. Complete the Funded Ratio questionnaire.
Step 4. Upon completion of the questionnaire and the intro call, our team will schedule your discovery meeting (60 minutes). At the discovery meeting you will discuss your goals and other financial objectives in more detail and learn more about the retirement income optimization framework.
Step 5. Next, at your discovery meeting, you will discuss your goals and other financial objectives in more detail while learning about the Retirement Income Optimization framework. After your discovery meeting, your advisor will compile your information and analyze your results.
Step 6. Finally, you will schedule and attend your hour-long review meeting to discuss the results of your Funded Ratio Analysis and Personal Benchmark Analysis.