Our Process

Our process is designed to organize your factual financial data points in a systematic fashion so we can spend more of our valuable discussion time uncovering your goals and educating you about your retirement plan options. Once you enroll in My Financial Bridge, we provide you with the core templates needed to gather and to post data most beneficial in designing your personal financial forecasts.

As work progresses toward completing the information gathering step, we initiate an initial consultation to discuss your current situation and to uncover how you picture the transition from your income-earning years into a period of retirement account distributions. Together, we can explore strategies designed to sustain your lifestyle and to maintain your purchasing power.

After a plan is implemented, My Financial Bridge serves as a check list and agenda of future consultations. We’ll examine the finer details of your plan, look ahead to future opportunities and challenges, while also using the Bridge as a reminder to review programs already set in place.