The Financial House Planning Process

Here’s a closer look at the unique steps that go into our Financial House process.


Step 1

Connection Visit

We’ll have a quick conversation to learn more about your retirement concerns, dreams and goals.

Step 2

Discovery Meeting

Using the information gathered in our first visit, we’ll begin to outline the possibilities and exciting opportunities available to you during retirement.

Step 3

Design Session

Together, we’ll craft a financial strategy designed to help you live out your dream retirement with confidence, passion and purpose.

Book a meeting to see how we can help

We’ll help you build a retirement rooted in confidence, joy and doing what you love most!