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How do I get started?


We are totally dedicated to making sure people are ready for retirement. If you are ready to get started on your retirement readiness plan, here’s how you begin.

15 minute call – The first step is a complimentary 15-minute call. We can give you a preliminary sense of how ready you are and whether we can help.

30 minute meeting – If we look like a good match, the next step is a complimentary 30 minute meeting. We will work together to clarify the main issues and put together a preliminary priority action list

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