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Our Process

“Dare to live the life you have dreamed for yourself. Go forward and make your dreams come true.”― Ralph Waldo Emerson

Discovery Meeting

During our first meeting, we will get to know each other. The goal is to find out what you are looking for in a firm and what kind of help you need, your current circumstances, your future goals, and what you may be doing now as you work towards those goals.

If we feel it may be a fit for us to work together and we can help, we will schedule your next appointment.

Planning Review Meeting

The Quincy Group helps clients develop appropriate and fitting retirement plans. Our recommendations are custom tailored for each client.

At this meeting, we will take everything that we learned during the discover meeting and we present our recommendations to you with a financial plan that will help you get to where you want to be when you are ready to retire.

Plan Implementation

Our office handles all facets of your financial plan implementation. This can include communication with your employer, new account and transfer paperwork, and the creation of your personal wealth management binder. Once your account has been fully funded, we handle all aspects of investing. We focus on investing your money towards achieving the goals identified in our discovery meeting.

As part of your 90 day plan implementation process, we conduct a statement review where we provide education about how to read your documents and how to access your account online. This meeting is the launching point for your regularly scheduled review meetings.

Scheduled Reviews of Your Plan

Because circumstances change and life is fluid, there will inevitably be things that will affect your retirement plans. Planning is an ongoing process and in our follow up appointments we review what may have changed and how it will affect your plans. We constantly monitor your investments and communicate with you to maintain an up-to-date plan to reflect any changes that may have come about since the previous meeting.