Step One
Discover & Values Session
What to Expect
Discovery Session:
· The focus of our first engagement is to spend the necessary time to learn who you are and what makes you tick. Prompting you through a series of purposeful questions, our team will define and document what you want your ideal retirement to look like.
· The Discovery session provides an opportunity for you to get to know Financial Coach, preview the Retirement Gameplan process, and get a sense for how clients typically work with our team.
Value Session:
After our team completes a detailed analysis of your current financial situation, our second session delivers value in the following ways:
· Summarize the goals for your ideal retirement
· Outline areas of concern where current strategy does not align with future goals
· Coach you on the fundamentals that make up the foundation of an enduring retirement plan.
· Propose specific planning modules to eliminate your most pressing risks and to take advantage of your most significant opportunities
Our Approach
During this session, we'll ask purposeful questions designed to uncover what truly matters to you. We'll explore your retirement dreams, your financial concerns, and the lifestyle you envision.
This isn't about numbers and spreadsheets – it's about understanding who you are and what makes you tick.
The Outcome
By the end of your Discovery Session, you'll:
Have articulated your ideal retirement vision
Understand how Financial Coach Group approaches retirement planning
Feel confident about whether our team is the right fit for your needs
Have a clear understanding of next steps
What Happens Next
Decide whether you’d like to build Your Retirement Gameplan - beginning with our first planning session - Your Retirement Paycheck.
Step One
Discover & Values Session
What to Expect
Discovery Session:
· The focus of our first engagement is to spend the necessary time to learn who you are and what makes you tick. Prompting you through a series of purposeful questions, our team will define and document what you want your ideal retirement to look like.
· The Discovery session provides an opportunity for you to get to know Financial Coach, preview the Retirement Gameplan process, and get a sense for how clients typically work with our team.
Value Session:
After our team completes a detailed analysis of your current financial situation, our second session delivers value in the following ways:
· Summarize the goals for your ideal retirement
· Outline areas of concern where current strategy does not align with future goals
· Coach you on the fundamentals that make up the foundation of an enduring retirement plan.
· Propose specific planning modules to eliminate your most pressing risks and to take advantage of your most significant opportunities
Our Approach
During this session, we'll ask purposeful questions designed to uncover what truly matters to you. We'll explore your retirement dreams, your financial concerns, and the lifestyle you envision.
This isn't about numbers and spreadsheets – it's about understanding who you are and what makes you tick.
The Outcome
By the end of your Discovery Session, you'll:
Have articulated your ideal retirement vision
Understand how Financial Coach Group approaches retirement planning
Feel confident about whether our team is the right fit for your needs
Have a clear understanding of next steps
What Happens Next
Decide whether you’d like to build Your Retirement Gameplan - beginning with our first planning session - Your Retirement Paycheck.
Step One
Discover & Values Session
What to Expect
Discovery Session:
· The focus of our first engagement is to spend the necessary time to learn who you are and what makes you tick. Prompting you through a series of purposeful questions, our team will define and document what you want your ideal retirement to look like.
· The Discovery session provides an opportunity for you to get to know Financial Coach, preview the Retirement Gameplan process, and get a sense for how clients typically work with our team.
Value Session:
After our team completes a detailed analysis of your current financial situation, our second session delivers value in the following ways:
· Summarize the goals for your ideal retirement
· Outline areas of concern where current strategy does not align with future goals
· Coach you on the fundamentals that make up the foundation of an enduring retirement plan.
· Propose specific planning modules to eliminate your most pressing risks and to take advantage of your most significant opportunities
Our Approach
During this session, we'll ask purposeful questions designed to uncover what truly matters to you. We'll explore your retirement dreams, your financial concerns, and the lifestyle you envision.
This isn't about numbers and spreadsheets – it's about understanding who you are and what makes you tick.
The Outcome
By the end of your Discovery Session, you'll:
Have articulated your ideal retirement vision
Understand how Financial Coach Group approaches retirement planning
Feel confident about whether our team is the right fit for your needs
Have a clear understanding of next steps
What Happens Next
Decide whether you’d like to build Your Retirement Gameplan - beginning with our first planning session - Your Retirement Paycheck.