How Do We Start?

The 3D Evaluation® Process

Discover

We’ll discuss your goals and situation, answer your questions, and see if we’re a good fit. Then, you can share any info you’re comfortable with so we can take a closer look.

Demo

In our free, no-obligation Strategy Session, we’ll share ways to improve your situation, explain what we’d do for you, outline the cost, and then send you home to think it over.

Decide

Decide

We don’t believe in rushed decisions. Take time to sleep on it, and let us know if you’d like to move forward with your full plan.

What do We Get?

Full Understanding

In 2–3 meetings, we’ll clearly explain what you have and how to improve it—so you can understand and feel confident about your retirement.

Interactive Planning

Our software shows your before-and-after outlook, helping us make smarter choices now for a successfu retirement later.

Get it Done

We’ll give you a simple one-page plan with clear action steps—no bulky binder. Then we’ll handle the rest, from investments to taxes to estate documents, turning “should” into “done.”