The Beard Blueprint Process
The Beard Blueprint Process is a simple, no-cost financial planning process designed to help pre-retirees and retirees understand where they stand today and what changes may improve their future. We help you answer your biggest questions around retirement, taxes, and investing before deciding whether working together makes sense.
Intro Call
Before committing your time or ours, we begin with a brief introductory call. The goal of this call is simple: learn a little about your situation and see if we can be of service. Just as you wouldn’t see the wrong type of doctor for a medical issue, we want to make sure our expertise matches your needs.
First Meeting
This in meeting is to get perfectly clear on your goals, concerns, and unique financial situation. Financial recommendations should never be made without first understanding the full picture. This meeting allows us to gather the information necessary to begin building your financial blueprint.
Our Analysis
After our first meeting, we carefully review and analyze the information you provided and craft "The Beard Blueprint" designed to translate complex financial planning into clear, practical insights.
Second Meeting
In this meeting we present your personalized Beard Blueprint. We will walk through our findings and explain in plain English our analysis of your situation. You will leave this meeting with a clear understanding of your financial situation and the steps that may help improve it. At the end of this meeting we will ask if you would like to work with our firm or if you would like to sleep on it.
On-boarding
During this meeting, we will answer any remaining questions and complete the necessary paperwork. From that point forward, we begin working together to help you pursue your long-term financial goals.