Our Strategy
Peacemaker Process
The Discovery
We start by getting to know you — your goals, your current situation, and what matters most for your retirement. You’ll also receive light education and some simple homework to help us prepare for the next step.
01
Education
In this stage, we go deeper. We’ll review what we’ve learned about you, provide a clear checklist of what needs to be addressed, and walk through key retirement concepts in a way that makes sense. You’ll leave with practical takeaways and preparation for the next step.
02
Strategic Design
This step is fully backstage (no appointment). This is where your personalized retirement strategies are built. You will be contacted in between appointments with any additional questions we have.
03
Success Formula
Here, your strategies are presented in a clear, detailed manner, so you understand the “why” behind each solution. Together, we discuss the best way forward with complete transparency.
04
Refinement & Paperwork
We fine-tune your strategies, answer your questions, and complete any necessary paperwork. This step ensures you feel confident about the path forward.
05
Login & Path Forward
Here, we put the foundation in place. We’ll set up your secure client portal, and, when appropriate, connect you with additional partners. From here, we establish your ongoing support plan.
06
Ongoing Support
Our relationship doesn’t end once you are underway. We’ll meet regularly to review your strategies, track performance, and make adjustments as life changes. At an absolute minimum, we will do annual reviews. You’ll always have clarity, confidence, and support.
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