Our Process
The Horizon Difference
1. Getting Acquainted
Let’s start by getting to know each other. We want to understand who you are, your dreams, what’s important to you, and how we can help.
2. Discovery & Agreement
Next, we will dive into your current financial situation to understand where you are, discuss goals and dreams, and if our values align, agree to work together.
3. Solution Presentation
We create a written retirement income plan customized to your needs and priorities so you know you are on the right course to reach your goals.
4. Implementation
Using our tools, resources, and relationships we will put your personalized plan to work for you.
5. On-going Support
Once you’re on board, we will stay connected with regular emails, calls and annual reviews. When your situation changes we will be there to help.