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Make Your Money Matter

Jul 9, 2021

Looking for the best financial advisor is more complicated than you think. And you're going to have a lifelong relationship with them, you need someone who is about more than the numbers.

Having a plan that never runs out of cash starts with an advisor who knows how to best serve you. Having a happy and stress-free retirement depends on you (not a number). 

In this episode, you'll discover how to find the best financial advisor for your retirement goals.

Show Highlights Include:

  • Why planning your dream retirement should be like a fine-dining experience. (1:46)
  • The wealth conversations that make your retirement planning simple, smooth, and impactful. (5:37)
  • How to ensure you never run out of money in retirement with the ‘Discovery Process.’ (9:52)
  • Why the most trustworthy advisors use the ‘DDF cycle’ to deliver on your retirement goals. (14:35)
  • Using ‘cultural parameters’ to have the most enjoyable (and productive) retirement planning experience. (21:17)
  • How the evolution of technology builds a plan exactly as you want it. (26:10)

To schedule your complimentary retirement track review, head to You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.