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