Journey

Begin the Journey

Build Your Future

No two of our clients are the same, neither are their journeys. That’s why every Retirement Blueprint is custom engineered for each of our clients, individually. This journey is the life cycle of the Blueprint, and your retirement, beginning right now. Acute Financial will be with you every step of the way.

ACKNOWLEDGE

1At this stage, you recognize that you need a plan to achieve your goals. This is the most crucial step in planning your retirement.

ACT

3You have acknowledged a need and learned about your options. It’s time to get proactive. Successful retirements are designed, built and monitored by professionals – here you should consider a financial advisor.

DESIGN

5At this stage, you recognize that you need a plan to achieve your goals. This is the most crucial step in building a retirement strategy that will last.

IMPLEMENT

7Now that you have decided, the advisors at Acute Financial will take it from here. The implementation stage addresses everything from the planning process to ensure your retirement is perfectly aligned with your plan.

MAINTAIN

9Just like regular tune-ups, you’ll review your retirement strategy each year. The financial landscape is ever changing so we review and adjust your retirement plan accordingly.

DISCOVER

2Now that it is a priority, you should research and learn about your options. Getting educated is a fundamental step in the overall success of your customized retirement strategy.

CONSULT

4When you have made it this far, give yourself a round of applause. Speaking with an Acute Financial Advisor for the first time will give you a clearer understanding of your financial outlook.

DECIDE

6You have seen the plans. Now ask yourself, can this wait any longer? With your Retirement Blueprint in hand, putting it into action is the landmark moment in the journey… the rest is downhill.

ENJOY

8Now the plan is in place. You can rest assured in your new-found peace of mind. Congratulations! You now have a plan that is designed to withstand the test of time. What will you do next?

LEGACY

10It does not end with you… what legacy will you leave behind. The Retirement Blueprint ensures that your estate and your legacy are left in good order.

ACKNOWLEDGE

1At this stage, you recognize that you need a plan to achieve your goals. This is the most crucial step in planning your retirement.

DISCOVER

2Now that it is a priority, you should research and learn about your options. Getting educated is a fundamental step in the overall success of your customized retirement strategy.

ACT

3You have acknowledged a need and learned about your options. It’s time to get proactive. Successful retirements are designed, built and monitored by professionals – here you should consider a financial advisor.

CONSULT

4When you have made it this far, give yourself a round of applause. Speaking with an Acute Financial Advisor for the first time will give you a clearer understanding of your financial outlook.

DESIGN

5At this stage, you recognize that you need a plan to achieve your goals. This is the most crucial step in building a retirement strategy that will last.

DECIDE

6You have seen the plans. Now ask yourself, can this wait any longer? With your Retirement Blueprint in hand, putting it into action is the landmark moment in the journey… the rest is downhill.

IMPLEMENT

7Now that you have decided, the advisors at Acute Financial will take it from here. The implementation stage addresses everything from the planning process to ensure your retirement is perfectly aligned with your plan.

ENJOY

8Now the plan is in place. You can rest assured in your new-found peace of mind. Congratulations! You now have a plan that is designed to withstand the test of time. What will you do next?

MAINTAIN

9Just like regular tune-ups, you’ll review your retirement strategy each year. The financial landscape is ever changing so we review and adjust your retirement plan accordingly.

LEGACY

10It does not end with you… what legacy will you leave behind. The Retirement Blueprint ensures that your estate and your legacy are left in good order.

Reach Out

We’d love to hear from you
Austin

8200 N Mopac Expy.
Suite 320
Austin, TX 78759

512-492-3800

austin@acutefinancial.com

Dallas

8144 Walnut Hill Ln
Suite 901
Dallas, TX 75231

469-232-4300

dfw@acutefinancial.com