Provision Financial Planning
We help clients overwhelmed by retirement planning confidently make better financial decisions so they can optimize their retirement plan, lower their taxes and improve their investments. Our process gives us both a chance to make sure we would be a good fit for each other before committing a single dollar.
1. Schedule an Intro - This 60-minute meeting gives us both a a chance to see if our expertise is amatch for the kind of advie you’re looking for. The only decision you have to make after this call is “Does it make sense for Robert to do a complimentary assessment?”
2. Complimentary Assessment - We’ll explain what you can do to optimize your retirement plan, lower your lifetime taxes and improve your investments. There is never a hard-sell and you can take as much time as you need to decide: Should I implement this myself? Should I hire a different advisor to help me? Should I hire Robert to help me?
3. Implement - We’ll dive deeper by going through the comprehensive financial planning process. Then, we’ll assist you in implementing your plan and follow a systematic process to stay on top of your finances.