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Our Process

Our process is straightforward and transparent. First, we establish whether we share the same money values. Next we introduce you to the Retirement Blind Spot concept. If it makes sense, we then embark on customizing our concept to your specific needs.

You get to make an educated decision as to whether you would like to adopt all, some, or none of our recommendations. It’s that simple.

Meeting 1: Discovery

Let’s find out if we share a common philosophy about money and taxes.

Meeting 2: Strategy

How can The Retirement Blind Spot help you reach your goals?

Meeting 3: Design

Together we will develop a customized plan to meet your specific needs.

Ready to get started? Contact us today for a complimentary consultation.