Retire Sure ProcessTM
The RetireSURE Process™ is about getting a Solid Understanding of your Retirement
Essentials. This means we place more importance on big picture analysis than on
specific projections, because certainty comes from having realistic processes in
place that can keep you in a stable position no matter what retirement bring.
Step 1: The Essentials
In the first meeting, we discuss
your goals for retirement, as well as
investment risk, cash flow needs and
other aspects of your wealth.
Step 2: Big Picture
We use interactive software
to bypass the usual copious
paperwork and give you a broad
view of your retirement finance.
Step 3: The RetireSURE Plan™
I pull together all the gaps and
opportunities in your wealth
and coordinate a concise
Step 4: Presentation & Disclosure
We walk through the plan steps
together and I ensure you have a
good understanding of the
6 main components.
Step 5: Plan Setup
I carry out the actions necessary
to implement your financial
plan, following the agreed-upon
Step 6: Active Management
I manage your portfolio
systematically and monitor your
progress, meeting with you
periodically to adjust as we see fit.