Wealth Solutions Start Here
Financial Services & Strategies
Our Financial Services
We work to optimize strategies and simplify financial complexity so you can focus on what matters most — your vision of retirement.
THE BLUE CHAIR PLAN A COMPLETE CUSTOM PROCESS
Our goal is to help you reach your ideal retirement, inspired by the vision you have of sitting in your very own “blue chair” and enjoying the lifestyle you’ve imagined.
Phase 1 Reflection and Discovery
A full look together at your current financial situation and your aspirations for the future. A moment to pause, reflect and assess where you are today and where you want to go. This sets the stage for the journey ahead.
Phase 2 Goals and Framework
With the clarity gained from the first phase, we’ll define your retirement vision. What experiences, places and people do you want to surround yourself with? This phase is about setting clear, actionable goals and creating a framework to guide the process.
Phase 3 A Distribution Plan
The details for how to use your money. We'll review your accounts, investments and resources to build a strategic plan tailored to your goals. This ensures that every decision about your money is intentional and aligned with your vision of retirement. This is your blueprint for your blue chair life.
Phase 4 Implementation
This is where the plan comes to life. We’ll take actionable steps to align your financial resources with your goals. This phase is about building momentum and setting the foundation for your envisioned retirement.
Phase 5 Monitoring
A successful retirement plan requires ongoing attention. We’ll regularly review your progress and adapt to major life changes. Like the dependable presence of the blue chair, this phase ensures your financial strategy remains a trusted companion throughout your retirement journey.
