Step Six – Strategy

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Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success

This is the step where we actually start to build solutions and recommendations for the client.

This isn’t us making recommendations from on high, this is really about a give and take with the client and working through the obstacles that they identified.

If you are just joining us for the first time, or haven’t listened to the previous episodes in this series on our entire Strategic Reliable Blueprint process, please go back and listen to those episodes first.

Our FIT Meeting Process

Step Two – The Foundation Meeting

Step Three – Vision

Step Four – Discovering Obstacles

Step Five – Organization 

Financial Strategy Session

In the next step of your blueprint for financial success, we start by listing the pros and cons of different approaches to solving your obstacles to working, saving, and spending. We also use financial planning software to help you compare one plan to another and analyze savings and income strategies with different portfolio combinations.

If you are nearing retirement we will also look at in-depth strategies for social security and other income sources that may be available to you.