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Our Process

At Retirement Planning Center of the Rockies, we understand that our clients face many important decisions that can affect their long-term financial success. Our clients have found that the most successful way to approach those decisions is to work with an experienced and qualified professional who uses a consultative process to help them identify problems, implement solutions, and take advantage of opportunities in a systematic way.

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We will work toward a complete understanding of your goals, values, and concerns. You will also have the opportunity to learn more about who we are and what we do for our clients.

Phase II: Mutual Commitment

The primary objective of this stage is to take a closer look at your goals, values, and concerns, and talk about some of the potential improvements that could be made to your current plan. Can we provide value to your situation? Do we have a basis for moving forward?

Phase III: Analysis and Design

During this stage we will work together with you to develop an effective, long-term strategy that is custom-tailored to you and your situation. What options are available to help you accomplish your goals, and how can they be utilized in the most efficient way?

Phase IV: Implementation

The purpose of this stage is to successfully implement your chosen strategy. By means of constant communication and our highly-skilled staff, we strive to make this process as quick and easy as possible.