Fill Out the Pre-Meeting Questionnaire

Your first step is completing our brief questionnaire so we can learn about your financial picture, priorities, and questions before we meet.

Schedule Your Complimentary Consultation

Once we review your information, we will schedule a short complimentary introductory call to confirm we are the right partner for your planning needs.

Meetings to Understand Your Retirement Goals

Next comes a series of focused conversations. We will walk through your projected income, expenses, resources, and lifestyle goals so we can determine what a stable, secure, and sustainable retirement looks like for you.

Plan Creation and Testing

With your information in place, we build your retirement plan and stress test it across multiple scenarios. This helps ensure your strategy can support your life through different market environments and long-term possibilities.

Ongoing Monitoring

Your plan is not a document that sits untouched. Ongoing monitoring keeps your strategy aligned with your life. Through regular check-ins, we adjust for new goals, market changes, and major life transitions so you stay confident and on track.

Bringing Your Investment Plan to Life

Once your plan is complete, you can choose to have Branning Wealth manage your investments going forward. We'll construct a safety-first income stream paired with a time-targeted growth portfolio designed specifically for your unique retirement timeline.