Create Your Personal

Retirement Plan with a

Front Porch Session

Our Unique Approach: The Front Porch Sessions

On the front porch, we’ll create a plan for you in three steps, and facilitate communication with appropriate family members so everyone is on the same page. And, because we know there will always be changes in life, we facilitate an annual conversation with you to make any adjustments necessary to keep you on track.


1. The Clarity Sessions™

Defining your financial vision can be just as important as making the right investments. With the Clarity Sessions™,  we meet on the front porch to decide your priorities, identify your personal and financial possibilities and determine a manageable timeline for success.


2. Align with The Advisor Network™

Sound financial direction comes from an alliance of your most trusted financial experts. We collaborate with your entire financial planning team to integrate their experience and insight to ensure that all aspects of the wealth management equation are included.


3. Create & Implement The Plan

Employing innovation, creativity and collective wisdom of your team of financial experts, we design and implement your custom plan. Called The Plan, this strategy outlines the necessary steps and empowers you to capture opportunities and meet goals, giving you financial freedom so you can focus on what matters most.


4. The Heir Apparent™

We facilitate a meeting with the members of your immediate family to provide everyone with a greater awareness of your plan. Involving your family in the wealth management conversation results in greater unity, peace of mind, and improved legacy strategies.


5. The Routine Fysical™

A healthy financial life requires a routine evaluation and improvements to ensure it is optimized for success. We’ll meet with you regularly to ensure your plan is progressing steadily and make adjustments to your plan as needed. Our aim is to empower you through sound advice and creative solutions, so you enjoy the life of your dreams.

Questions about Personal Retirement Planning

I’m hoping to retire soon. What should I be thinking about right now?

The fact that you are simply asking this question puts you ahead of the curve already. Understanding your finances and the options available to you before you retire will help you make great decisions for the future. Right now, you should be thinking about your goal retirement age, how you need to manage your taxes, and what your retirement lifestyle goals might be.

I’m recently divorced, and I need help getting my finances in order. Do you help with that?

Absolutely. Whether you were hands-on or hands-off of your finances while you were married, we can walk through your current financial picture, educating and empowering you to understand your assets and how to manage them to meet your new life goals.

I’m recently widowed and am overwhelmed with the complexities of managing the finances by myself. I need someone to educate me about what’s going on. Can you help?

Yes. Managing finances after a spouse has passed can be tough and emotional. We will help you uncover the full picture, and demystify the situation so you can make educated decisions with clarity and confidence.

Meet Me On The Front Porch

Get empowered with the financial knowledge you need so you can be confident about the future. We are ready to guide you through the many decisions that come with planning for your retirement. Contact us to get your Front Porch Session™ scheduled. Or contact us directly at (615) 406-0419