Tailored Consulting Agreements

In every case consulting services are tailored to client needs and written into our Consulting Engagement Agreement. Often clients start addressing one need and progress to other needs as the relationship grows.

Often the Financial Mentor will involve other professionals for the clients in developing tailored solutions. The intent is always is to provide clients peace of mind and personal security as a transition through their lives from work to retirement and beyond.


Ready to Take the Next Step?

There are new trends in retirement and working after retirement that you need to consider. We can discuss these trends at our first meeting.

The first partner discussions often focus on cash flow management before and after retirement begins.