Our 5-Step Process
Ready to take charge of your finances?
Get started in just five simple steps.
“Simple, Safe and Secure” – three words that describe Tony’s unique “philosophy” and “process” for helping people stress less about their money. We called it The WorryFree Retirement® Process.
To start your journey to a worry-free retirement, let’s begin by looking at the 5 steps involved in Tony’s system:
1. Clarify Your Vision
Before beginning any journey, it’s best to know where you’re going and what to expect along the way. Our first step of the process is unique because it’s all about you and your vision of retirement.
Together, we’ll clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. A personalized written outline summarizing your unique vision will be mailed to you for review at no cost or obligation.
2. Assess Your Situation
A trusted doctor would never give a medical diagnosis without first looking you over. When it comes to your financial diagnosis, neither will Tony!
At “The Assessment” meeting, we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided to you at no cost.
3. Commit to a Gameplan
The WorryFree Retirement® is based on commitment and trust. In order to work together, we must confirm our commitment to the process.
We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.
4. Implement Your Gameplan
Reaching any goal requires action. With implementation of your personal Gameplan, you will have a safe, easy to follow path format reaching your retirement goals.
This written Gameplan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.
5. Monitor Your Progress
There’s only one guarantee in life: nothing stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you.
That’s what trust and commitment are all about.
The WorryFree Retirement® Process anticipates change and values the idea of monitoring your progress along the way. Our time together also gives us a chance to explore new ideas and possibilities as well.