1) Selecting a Financial Services Professional
Step One explains my role as a financial services professional and introduces The New Generation Retirement system.
2) Fact and Feeling Finding
Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.
3) Strategy
Step Three considers specific recommendations to help you meet your desired goals.
4) Recommendations and Implementation
Step Four uses the agreed-upon strategy to discuss recommendations and determine if creating new accounts or purchasing new financial products is necessary.
5) Ongoing Relationship
Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.
