A two-meeting process designed to help you improve your chances for a successful retirement and experience what it’s like to work with us. This will help you confidently decide if we’re the right retirement thinking partner for you.


finding A Guide

We begin every relationship with a 30-minute call. On it, we’ll quickly find out if our expertise matches the advice you need. 

If we’re a potential fit, we’ll get working on your Retirement Roadmap. 

Becoming A Client
Becoming A Client


Setting A Destination

In this meeting, we get clear on where you are, and where you’re looking to go. We review your current finances, and identify what it’ll take to feel like you’ve “made it” by getting clear on your goals, needs and concerns.


Seeing A Roadmap

Now we will co-create your initial retirement plan by asking “what-if” over and over. Your Roadmap will answer questions like:

  • How much can I spend?
  • When should I adjust my income?
  • How should I be invested?
  • When can I retire?
  • What am I missing?

At the end of this meeting we’ll ask you if you want to be a client or think about it.

Becoming A Client
Becoming A Client


Choosing A Route

Choosing a retirement advisor is an important decision. We’re hoping to work with you for the long-haul, so we’re in no rush for you to make a decision.

Ask yourself:

  • Do I like and trust PFP?
  • Do I agree with the recommendations?
  • Is their planning and investment philosophy a good fit?

We’ll patiently answer any questions you have and will happily point you in the right direction if you decide we aren’t a good fit.


Enjoying The Ride!

Once you become a client, we’ll start implementing your plan together, including tax, estate and insurance strategies.

From there, we’ll transition to our ongoing service calendar so we can act as your GPS by adjusting your plan as your journey unfolds.

Becoming A Client
Schedule your no-cost, no-Obligation Intro Call Today To See if we could be a good fit!