Financial Thinking Partner Wealth Advisors

    Work with us

    Let's find out if we're a good fit.

    This is a conversation about your retirement, not a sales call. We work with people nearing retirement who want one plan for income, investments, taxes, insurance, and estate planning.

    How to get started

    Two conversations. One decision.

    1

    Introductory Conversation

    30 MINUTES · ZOOM

    You share where you are, what retirement looks like for you, and what is worrying you. We decide whether we can help and whether the fit feels right.

    2

    Discovery Call

    30–45 MINUTES

    We take a closer look at your income, investments, taxes, and the decisions ahead. Then we show you how we would help.

    3

    You decide.

    No pressure and no unwanted follow-up. If the fit is right, we begin. If not, we will tell you and suggest a better next step.

    These conversations help us decide whether working together is a good fit. The Financial Thinking Partner® Process begins after you become a client.

    Nothing to prepare. Bring your questions about retirement income, Social Security timing, or taxes, and come as you are.

    We serve clients nationwide by phone and video. Location is never a barrier.

    The ongoing rhythm

    A clear plan. Two focused meetings each year.

    Your Spring and Fall Planning Meetings keep the plan current. We review what changed in your life, what decisions are coming next, and what needs to be updated.

    In spring, we review income, spending, and tax opportunities. In fall, we handle year-end tax moves, required distributions, giving, and portfolio updates.

    Between meetings, you can reach Doug by phone or email when a question or decision comes up.

    How the relationship works through the year.

    Planning and support throughout the year.

    Spring
    Planning Meeting

    SPRING
    • Review income
    • Review taxes
    • Check spending
    • Planning opportunities

    Questions and implementation support as needed.

    Fall
    Planning Meeting

    FALL
    • Year-end tax moves
    • RMD review
    • Giving strategies
    • Portfolio updates

    Your plan stays current as markets, tax laws, and life change.

    DIRECT ACCESS TO DOUG THROUGHOUT THE YEAR.

    Get in touch

    Two easy ways to reach Doug

    Book a complimentary 30-minute conversation or send Doug a note directly.

    Schedule with Doug

    Or reach out to Doug directly by sending him an email at doug@financialthinkingpartner.com.