Introduction - 20 minutes, by phone
You describe what's on your mind. We describe how we work and what it costs. If we're not the right fit, we'll say so and, where we can, point you somewhere better.
How we work
You'll always know what happens next
Four meetings from first phone call to a plan in place. Most people take two to three months, and nobody gets rushed. You can stop at any point.
No cost
Discovery - 60 to 90 minutes
In the office or over video. We collect statements, policies, tax returns and, more importantly, what you want the next twenty years to look like. You'll get a written summary of what we heard.
The plan - presented in person
We walk through the income plan and the protection plan together, in plain language, including the trade-offs and what we recommend you don't do. You take it home before deciding anything.
Implementation and annual review
We handle the paperwork, then meet once a year to check the plan against real life. Between reviews, you call Scott directly, not a service center.
How we're paid
[Placeholder, replace with your compliance-approved language.] Compensation comes from [commissions paid by the insurance carrier and/or fees for planning work]. You'll see the specific amounts before anything is signed, and you'll never be charged for a meeting you didn't agree to in advance.
Ask us anything about this. It's a fair question and we'd rather answer it early.
Still have questions about the process?