Your Free Bucket Strategy® Assessment
A 4-Step Process to help you evaluate our services and how we can help you make an informed decision about working together
Step 1 (15-min)
Step 2 (30-min)
Step 3 (30-min)
Step 4
Introduction Meeting with Scheduling Advisor
We confirm alignment, then match you with a senior advisor tailored to your goals.
Introduction Meeting with Senior Advisor
Review your completed Wealth Planning Worksheet, then tailor a personalized retirement strategy that fits your needs.
Your Bucket Strategy® Meeting
Review your personalized retirement plan and ensure it aligns with your goals. When ready, we’ll start gathering the information needed to put it into action.
Application
Address any final questions, then begin implementing your personalized Bucket Strategy into your retirement plan.
Schedule Your Introduction Meeting
The start of a 4-step process showing you how to lower taxes, invest smarter, and maximize retirement income.