The PlanPrep Process


Like a sailboat crossing the sea, you'll need to navigate the changing financial waters in retirement. We'll be there with you as your expert guide all along the way, as the tides shift, economic storms arise, and changes to your life occur, so you can make minor tweaks to your strategy as necessary.

The process is all about guiding you to make informed financial decisions for your retirement journey, which starts with an easy-going conversation:

  • What are your goals, dreams, and wishes?
  • What income and assets do you have available to achieve your goals?
  • What do you like about what you have and what do you want to change?
  • Next, we do a deep dive behind the scenes into your current resources and other opportunities you may want to consider.
  • Then, we get together to review the various options with you, then you can decide what you like or not.
  • Once you're comfortable with the strategies, it's time to put your plan in motion. We'll help you every step of the way, which includes working with other professionals you may have on your team.
  • As time goes by, we'll review your progress with you and help you make changes as necessary.

You need to get busy enjoying life, such as traveling, visiting family, gardening, playing golf, and anything else you enjoy! Let us be your expert guide!


Ready to navigate your retirement journey with our expert guidance?