Creating clarity out of confusion
There’s a cost to delaying good decisions and continuing poor ones. That’s what Acacia Grove’s process aims to do - identify the positive steps to take to get you closer to your ultimate goals.
So how does it work?
You’ve been collecting financial puzzle pieces your entire career. Let’s get to know each other and identify the assets & sources of income you have to build a paycheck for yourself in retirement.
Puzzle Piece Meeting
Before we start, I’ll clearly spell out the elements your custom financial plan will include. The end result is a specific action plan that identifies the steps you need to take to move the needle in your retirement preparation.
Develop Your Plan
Whether you want to implement your plan yourself, or need help moving the puzzle pieces to the right places, we’ll make sure you take action, as even the best plan without action is useless.