We take a People-Centered



Learn More about our
people-centered approach


What To Expect

Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative.


Free Consultation

The first step is for us to have a quick intro call via Zoom to determine if our expertise matches your needs.  During this call, we will discuss your case, review how we operate, and answer any upfront questions you might have.

Learn more about our typical clients


To get started, please schedule your free Zoom consultation online.


If you’re not yet ready but have a question, please send us a message.

Exploratory Meetings

We offer additional free exploratory meetings for clients that are a great fit but still need more time to get to know us before committing to our services.

Learn more about our typical clients


Client Agreement

Once you’re ready to partner with GWS, we will send you an electronic client agreement via email and other required legal documents to review and digitally sign.


Once you’ve signed the client agreement, we will send you an email with relevant next steps and get you set up with all of the necessary tools.

Initial Retirement Roadmap

Define Retirement Vision + Goals (Meeting #1)

During our first official meeting, we will explore what matters most to you and define your retirement goals and vision.

We will also address and articulate pain points you might be experiencing that prevent you from achieving your retirement goals.

At this point, you will be asked to upload your financial statements to a secure web portal for our review.

Review Finances (Meeting #2)

We will focus on taking inventory of your current financial life, which will include reviewing your assets, liabilities, income, expenses, and any other relevant personal accounts.

Deliver Retirement Roadmap (Meeting #3)

Once we’ve reviewed your personal finances, we’ll deliver your initial retirement roadmap, including actionable steps to accomplish your retirement goals.

Implement Retirement Roadmap

We will begin taking action on the highest priorities outlined in your retirement roadmap.

Ongoing Planning

Biannual Meetings

Twice a year, we’ll meet to review progress following your retirement roadmap, make adjustments (if necessary), and ensure we’re on track to reach your retirement goals.

Ongoing Support

We will regularly touch base with you via email and phone throughout the year to keep you informed.

Need immediate help or advice? Clients are encouraged to email or schedule a call via Calendly at anytime to discuss pressing questions or concerns.

Ready to retire confidently?

Learn about our process

Our process starts with a
complimentary Zoom call.

Ask a question

Email us with your questions or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.

Ready to retire confidently?

Check out our blog

Read our latests retirement planning
and investment insights.

Ask a question

Email us with your questions
or review our FAQ page.

Book a Zoom call
Schedule a free Zoom consultation online.