Our Process


At Voyage, we believe retirement should be enjoyable and simple. That’s why we strive to make each step in our process easy to both understand and execute.

Our process can be broken down into 4 key steps: Discovery, Plan Design, Implementation, and Cruise Control. We utilize our custom Retirement Navigator and FRS Navigator programs to ensure you understand what it means not to just retire, but to retire with confidence. Browse any of our steps below or to get started with your complimentary written retirement plan by scheduling a one-on-one meeting with us today.

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DISCOVERY

Let’s start by getting to know one another.
We will begin with a diagnostic review of your current portfolio — where you are today in relation to where you want to be tomorrow and your current goals you want to reach.

Our hope is to uncover your retirement objectives so we have a destination to steer toward.

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IMPLEMENTATION

After reviewing the design with your family and answering any follow-up questions, we will establish any and all accounts and strategies that you deem in line with your goals.

This process can take anywhere from two to six weeks, depending on the extent of your plan. Our team will provide a weekly update to ensure you are fully aware of the progression of your plan.

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PLAN DESIGN

This written retirement strategy will give you a better understanding of your current course and the direction we will take. A recommendation of a specific strategy for implementation will help give you the clear direction you are looking for.

cruise-control

CRUISE CONTROL

Periodic but regular reviews with your wealth manager will help evaluate if you are still on course.
Monitoring your accounts and strategies is essential to working towards a successful arrival at your destination. Changes to objectives, time tables or financial necessities may trigger the need for adjustments to your plan, but Voyage will act as your pilot to guide you through your career and retirement with the most suitable recommendations we have available.

implementation

IMPLEMENTATION

After reviewing the design with your family and answering any follow-up questions, we will establish any and all accounts and strategies that you deem in line with your goals.
This process can take anywhere from two to six weeks, depending on the extent of your plan. Our team will provide a weekly update to ensure you are fully aware of the progression of your plan.
cruise-control

CRUISE CONTROL

Periodic but regular reviews with your wealth manager will help evaluate if you are still on course.
Monitoring your accounts and strategies is essential to working towards a successful arrival at your destination. Changes to objectives, time tables or financial necessities may trigger the need for adjustments to your plan, but Voyage will act as your pilot to guide you through your career and retirement with the most suitable recommendations we have available.

Our Retirement Navigator and FRS Navigator programs are designed to help you achieve your retirement goals simply and with confidence.

Learn more about our customized programs below - including the FRS Navigator which is specifically for FRS members.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or call to speak with an advisor