- We love the math and science of retirement and use it as a basis for everything we do.
- Like other geeks, we’re also technology savvy and tuned in to the cutting edge tools of our trade. Our analysis and strategies are powered by sophisticated and specialized retirement planning software that allows us to make data-driven decisions (vs. best guesses or gut feel).
- We’re obsessed with research and educating ourselves and our clients and demystifying retirement for you.
- And yes, we’re bookworms…we read everything about retirement and enjoy challenging the extreme biases we often hear in the industry.
- We battle big marketing machines that make some overstated claims which just confuse people even more.
- And, we’re a lot like the characters on the show, The Big Bang Theory…definitely geeky, but friendly, passionate and fun to work with.
- Even our dog Nala is a geek!
Receiving good financial advice pays a dividend that builds both wealth and confidence. The research is unequivocal that a competent financial guide can both help you achieve the returns necessary to arrive at your financial destination while simultaneously improving the quality of your journey.”
-Behavioral Alpha: The True Power of Financial Advice, Daniel Crosby, Ph.D., Nocturne Capital, October 17, 2016
Your Retirement Advisor is here for you with honest, approachable planning services whether you’re a DIYer, or you’ve decided that retirement planning is not your area of expertise and you’d rather spend your time doing something else while we figure out the details of your plan. Everyone has a different capacity and interest in planning their financial life and retirement.
While we prefer working with people in our Plan It Together model, we do offer two other options: Plan It for You and Plan It Yourself.
Plan It Together: Teach, Analyze, Strategize, Guide
We believe the most reliable retirement outcome is attained by committing to our multi-step Planning Process in which you bring your dream, and we teach/discover, analyze/strategize/design and guide/deploy a plan to help you live it, together. The smart and efficient process takes commitment and collaboration, but it’s an investment in knowledge and in understanding your retirement you won’t regret.
The Process requires you to take both ownership and involvement as we lead you through our 3-steps. Within each of the steps is multiple face to face or web meetings with your advisor.
We call the process Smart because we rely on expertise, research and technology. We call it Efficient because we waste as little time as possible pulling your plan together at the lowest possible fees.
Our Client Concierge Team Has Your Back
After you’ve completed our process and you become a Your Retirement Advisor client you have unlimited access to our Concierge Service. We know how hard it can be to get your life in order, let alone retirement…which is a whole other ball game. We can help you get organized and get answers to those nagging questions that pop up, no matter how big (like what should I do with an old 401k) to small questions (like how do I monitor my accounts online)? And if we don’t know the answer, we’ll find it for you.
While you’re welcome to use our “Plan Done for You” or the “Plan It Yourself” options, we believe the best outcome for you is attained by committing to the “Plan it Together” process.
Plan Done For You
In this option, you give us your goals and the low down on what you’ve got in a Discovery meeting, and then we take care of the rest. This is a hands-off approach in which you prefer not to know the details, just the results. We then Design and Deploy the plan and meet with you regularly to keep you updated on progress and adjustments. Learn more about our Planning strategies
Plan It Yourself
Here’s where your inner DIY spirit comes out. You can:
- Use our Education Center to learn about retirement.
- Request access to our Retirement Readiness kit.
- Request an assessment from us to give you the data and analysis you need to implement on your own or with your advisor, or
- Hire us to help you create your plan (or review one you already have).
We’re committed to helping you know enough, get enough, keep enough and have enough of the stuff that’s important to you…now and in the future. We’re ready to build a mathematically sound and research-backed retirement plan for you. Geek’s promise.
Live an EPIC Retirement…We Can Help.
We Know Retirement
Retirement Happens…
Start Your Plan Today
Yes, I want to access the online Am I Ready? retirement kit.
Our online retirement readiness kit provides: how to guides, videos and retirement calculators. We’re here if you have any questions or would like any number of assessments.
