Our Services
1a. Our Two-Part Introduction
Retirement Empowerment Workshop
We share the foundation of our planning and concepts we think are extremely helpful for folks within a 10-year window of retirement.
2. The Unique Possibilities Meeting
The advice begins here. Collaboratively, we will construct your retirement planning spreadsheet. We will log into your retirement accounts with you and focus on Roth opportunities, contribution methods, and potential NUA decisions.
4. Your Personal Client Asset Allocation Plan
You will decide where and how each account you own will be invested, mapped directly to your unique Asset Allocation.
6. The Review Schedule
For us to have a continued impact on your decisions, we need to meet on a recurring basis. We suggest every four months. In the year you or your spouse decides to retire, we might meet 8-10 times.
1b. Our Two-Part Introduction
Your Personal Insight Meeting
This initial meeting allows us to get to know about your current situation while you get to know more about Blue Curve Advisory.
Note: Participating in the Retirement Empowerment Workshop before the Personal Insight Meeting allows us to dive directly into customized advice at your subsequent meetings.
3. The Net Present Value Solution
Using simple arithmetic, you will decide on an Asset Allocation tied directly to your retirement plan.
5. Tax Summary & Estate Plan Analysis
Tax Summary: We will review your tax returns and share them in a format that helps us spot areas for advice.
Estate Plan: We will assess your estate plan (wills, trusts, POAs, etc.) and point out any weaknesses we see for you to address with your attorney. This will be the year your estate plan will finally align with your current financial situation and who you have become.
7. Ongoing Discussion and Social Events
We offer an ongoing Client Enrichment series for Blue Curve Advisory clients to provide general information on important financial planning topics (click here for a sampling). In appreciation of our clients, we also plan a variety of social events to help you keep in touch with colleagues, friends, and our Blue Curve Advisory team (click to see a few).