Our Process

OUR 3-PART PROCESS

PART I

Our process begins by meeting you face to face at one of our live, local events.  During this event you'll enjoy a complimentary meal while listening to a fresh presentation on current conditions on topics like Social Security, Market Volatility, Fees, Taxes, and Inflation.

PART II

Is Part 2, you'll meet with our team one-on-one to take a peak "under the hood" so we can analyze your current situation.  This meeting happens face-to-face at one of our 7 locations around Indianapolis - we'll start out by talking big picture, then move into a very thorough but easy to understand analysis of your current retirement picture.

PART III

The final part in the process is where the fun happens!  This is the step where we compare where you currently are to where you could be based on software and statistics, NOT guesses and opinions.  Everyone loves this part because it clearly shows by the numbers what you have to look forward to!  This is your Plan Wise Plan!

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PART I

Our process begins by meeting you face to face at one of our live, local events.  During this event you'll enjoy a complimentary meal while listening to a fresh presentation on current conditions on topics like Social Security, Market Volatility, Fees, Taxes, and Inflation.

PART II

Is Part 2, you'll meet with our team one-on-one to take a peak "under the hood" so we can analyze your current situation.  This meeting happens face-to-face at one of our 7 locations around Indianapolis - we'll start out by talking big picture, then move into a very thorough but easy to understand analysis of your current retirement picture.

PART III

The final part in the process is where the fun happens!  This is the step where we compare where you currently are to where you could be based on software and statistics, NOT guesses and opinions.  Everyone loves this part because it clearly shows by the numbers what you have to look forward to!  This is your Plan Wise Plan!

PART I

Our process begins by meeting you face to face at one of our local (or online) events.  During this event you'll enjoy a complimentary meal while listening to a fresh presentation on current conditions on topics like Social Security, Market Volatility, Fees, Taxes, and Inflation.

PART II

In Part 2, you'll meet with our team one-on-one to take a peak "under the hood" so we can analyze your current situation.  This meeting happens face-to-face in our office, or online. We'll start out by talking big picture, then move into a very thorough but easy to understand analysis of your current retirement picture.

PART III

The final part in the process is where the fun happens!  This is the step where we compare where you currently are to where you could be based on software and statistics, not guesses and opinions.  Everyone loves this part because it clearly shows by the numbers what you have to look forward to!  This is your Plan Wise Plan!

how we deliver...

After joining us in PART I, we'll meet one-on-one for your PART II meeting.


We'll get to know you... we'll analyze your current portfolio utilizing cutting edge technology.  We'll take you through each element of your current accounts and ultimately assign a risk score so you understand exactly how your current portfolio is performing compared to your personal risk tolerance.


Then, In PART III, we'll put it all together by giving you your Plan Wise Retirement Plan.  This plan is complimentary and does not require a commitment from us to receive.  We're passionate about helping people just like you.


We can't wait to meet with you!

how we deliver...

After joining us for a live group event in  PART I, we'll meet one-on-one for your PART II analysis.


We'll analyze your current portfolio utilizing cutting edge technology.  We'll take you through each element of your current accounts and ultimately assign a risk score so you understand exactly how your current portfolio is performing compared to your personal risk tolerance.


Then, In PART III, we'll put it all together by giving you your Plan Wise Retirement Plan.  This plan is complimentary and does not require a commitment from us to receive. 

we would love to have you join our family!

we would love to have you join our family!

office locations in...

FISHERS

NOBLESVILLE

CARMEL

FT HARRISON

GREENFIELD

PLAINFIELD

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