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Trailhead Planners

Three Steps to Embark

Schedule a Free Intro Call

Three Steps to Embark is our one-time financial planning process that results in a comprehensive retirement & tax plan.

All new clients begin by completing our Three Steps to Embark process for a $5,000 one-time fee. Once your plan is complete, you will have the option to hire us to support you on an ongoing basis through our Guided Wealth Management service. 

Build Your Path to Retirement

Taking place over the course of three meetings over three months, your Three Steps to Embark Financial Plan will lay out a clear path to a financially savvy retirement. At the end of the process, you will have your very own retirement survival guide, covering the following areas:

  • Goal Setting
  • Retirement Income Planning
  • Savings & Withdrawal Planning
  • Tax Mitigation Strategies
  • Coordinated Investment Advice
  • Socially Responsible Investment Options
  • Charitable Planning
  • Social Security Timing
  • Insurance Optimization
  • Estate Planning

After your Three Steps to Embark Financial Plan is complete, you have the option to continue working with us through our Guided Wealth Management service. This ongoing service allows us to do all of the heavy lifting for you, including investment management, regular plan updates, implementation of tax planning strategies, and ongoing implementation and monitoring of your retirement plan.

Interested in learning more about our Three Steps to Embark Financial Plan? Setup a free introductory phone call:

Schedule a Free Intro Call

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