How we work directly with clients
Our process, timeline, and structure.
Whether you need to set aside money because of a sudden windfall or, you want to put away money to withdraw later in life in retirement, we can design the right plan for you.
Our strategies are ideal for:
What we ask of you and how we structure our plans.
Creating a custom plan requires detailed information from all of the participants. We take the time to listen to your goals, review your financials and design the right plan for your situation. Because of this, our process is structured and efficient. This is what we do best. You’re in good hands.
Proposal phase:
We start by sharing a questionnaire asking for detailed financial information so we can create a realistic proposal for your situation. Once we have the input from your answers, we build a proposal.
Our first review meeting walks you through the proposal and provides an opportunity to adjust based on your goals and any details that were left off the initial questionnaire.
Engagement Letter:
Once we refine the proposal based on your input, and you sign the engagement letter, we get to work on implementing the plan. When the structures are in place we steward the plan throughout the year and advise annually.
Annual Consultation:
We consult with our clients annually to review changes in their financials, review the results-to-date of the plan we put in place, update any changes we need to make to the plan, and perhaps most importantly, to adjust your plan to your goals and potential changes to the future you are planning.
What to expect working with us
How We Help
While each individual has different needs, business structures, goals and income, we know that if you are able to put away upwards of $400,000/year in the foreseeable future, a customized defined benefit plan can provide tax-advantaged savings that are unsurpassed.