Before you become a client, it all starts with an intro call where we both have a chance to evaluate whether this is a good fit.

In our second meeting, we’ll walk you through our FREE Retirement Check-up through the lens of our ForgePATH™ system.

After that meeting, you’ll become a client of Foundry, and we’ll get to work on implementing the ForgePATH™ system.

Money is just a means to an end; we have to give it a purpose. Part of our planning process is helping you define what you want to do with your money, because those decisions will drive everything else we do. To help you get started on this process, we highly recommend Start With Why by Simon Sinek.

In the 'Evaluate Spending' stage of ForgePATH™, we take a look at your current financial situation. This involves a thorough examination of your monthly spending to identify not just your major outgoings, but also those smaller, often overlooked expenses that can accumulate over time. But, we don’t stop there, we also consider the big-picture goals that you want to fund throughout retirement.

In the 'Analyze Your Income' phase, we assess all your income streams, including Social Security, annuities, and pensions. Our focus is on optimizing these sources for maximum benefit while evaluating how much of your income is inflation-protected. This analysis helps ensure your financial stability and adaptability in the face of economic changes.

Once we have a clear picture of your spending goals and fixed income, our next step is to ensure your investments can support that plan in a sustainable manner.

Using Morningstar as the backbone of this process, we’ll develop an Investment Policy Statement, so you’ll understand our strategy and how it will help you meet your financial goals.

Taxes are often one of the biggest expenses in retirement, so as we put together your retirement strategy - we want to keep minimizing taxes at forefront of everything do.

By taking advantage of tax-efficient investing strategies, analyzing Roth Conversions and staying abreast of the latest tax laws, we help you minimize the amount of taxes you’ll pay during retiremen.

Securing Your Future involves safeguarding against unforeseen circumstances through strategic planning. This includes ensuring you have adequate insurance coverage, planning for long-term care needs, and analyzing your estate plan to ensure your goals are appropriately reflected.