Retirement Investing 101 - Construction Phase

Take time to review the Schematic Design. Identify any questions you have and prepare for the construction phase of the financial planning process. This phase will include:

*Ensuring you and your Financial Architect are on the same page 

*Is there anything you want to add or remove from the plan as presented?

*Are you going to take action to address the gaps identified in the analysis?

*Are there additional deliverables you would like to see?

*The Architect will begin the client onboarding process.

*Upon approval from all necessary parties, the Architect will begin the plan implementation