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.

Schedule Call

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

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

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.

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.

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.

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

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

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.

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.