Get to know you.

The first step in our process is a short 20-minute call to learn more about each other. We think this step is critical.  This is where we get a general idea of where you’re at today, and what’s on your mind. We’ll share a little about our process too, and this is where we decide if we’re a good fit. 

For Tony Bucci’s Bio click here 

For Divyesh Sharma’s Bio click here

Discovery

We like to measure twice and cut one.  And this meeting is all about taking stock (measuring) and getting to know you, your goals and what financial sucess looks like to you!  As get a clearer picture of your current financial situation, we will dig into the questions that brought you to us in the first place.

The Rough Draft

You’ll love this meeting. This is where we give you unbiased observations about your current situation and your plans for the future. As you test drive our services, we will make concrete recommendations to improve your financial picture, whether you decide to work with or not. 

Once you have the full picture on how to improve your retirement and what it will look like to work with us, take some time to think about it. We’ve been serving Federal Employees for 20 years and wee understand that this is an important decision, and we want you to feel great about it