WITH YOU EVERY STEP OF THE WAY
Retire to a life you love.
The journey is just as important as the destination.
We’ve designed our new client experience to make working together a breeze. Our process is void of any high-pressure sales techniques nor is it a cumbersome months-long endeavor. You’ll have answers to the questions you’ve been asking in no time.
Our Process
In your working years, it’s like climbing a mountain. As you approach the summit and near retirement, you’re faced with solving a new set of challenges to get back down safely, which can be more frightening and confusing than the ascent. We’re here to guide you in this new leg of your journey.
Q&A Call
Discovery
Strategize
Implement
Q&A Call
During your 15-minute Q&A phone call, we’ll gather some preliminary details — basic contact information, what brought you to Phibbs Financial, and a general overview of your most pressing concerns. This conversation will provide us insight into how we can help.
Discovery
Discovery is the first of a two-step complimentary consultation. You’ll learn more about who we are, what we do, and how we help our clients retire confidently. This will also allow us to gain a better understanding of your values, goals, priorities, and the state of your current financial situation.
Strategize
Based on your goals and priorities, we analyze your situation and explore possibilities of a future partnership with Phibbs Financial. We illustrate a range of various financial scenarios that have been stress tested under conditions such as market turbulence, rising taxes, and increasing inflation. We will also discuss our estate planning program. Our analysis will clearly outline any inefficiencies/concerns with your current retirement trajectory, but more importantly identify the opportunities you have available to maximize your return on life.
Note: We want you to feel confident and comfortable with your decision to work with Phibbs Financial. We have zero sales quotas or pressure from shareholders. We will never pressure you to make a decision. After this meeting, we will give you time to consult with your family to think through the decision.
Implement
A plan is only as strong as its execution. After you become a client, we will present a written financial plan that includes more specific recommendations about next steps. We will partner with you to complete the lists of steps that will get you closer to meeting your goals and continually review your plan to ensure you’re on track.
Schedule your FREE phone call today.
