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Our Process

If you’re retired (or close to it), our free retirement analysis process will provide you with answers to three critical questions:

1. Will you run out of money in retirement?

2. Are you overpaying your taxes?

3. Is your portfolio suitable for retirement?

Answers to these questions (and others that are probably on your mind!) are delivered in a personalized Retirement Assessment.

For those who are retired or close to it and a good fit for our firm, there is no cost or obligation throughout this process. We want you to know exactly how we can help you before you pay us a single penny in fees.

Step 1: 

Introductory phone call

We want you to be sure that your situation matches our expertise. We take time to get to know you and your needs, and we provide you with a brief overview of Booth Financial. No pressure. If it sounds like we might a good fit, we can move on to Step #2.

Schedule your call

Step 2: 

Initial meeting

After this initial phone call, our team will meet with you (in person or virtually) to help narrow down your financial goals, needs and concerns. We hear more of the details about your particular needs—because every client is different. We look forward to these meetings, because it gives us a chance to get to know you as a person.

Step 3: 

Our recommendation

Next up? We present you with our findings and recommendations, based on what you shared during the initial meeting. We value communicating in a relaxed and friendly way (plain English!) so you can easily understand what you can do to improve your retirement position, lower your taxes and maximize your investments. Our planning approach takes a holistic view of your financial picture to ensure that your finances are secure and monitored regularly. You can expect answers to the following questions:

  • Can you afford to retire?
  • Are you overpaying your taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your retirement?

Step 4: 

Think About It

The final step is simple but necessary. We want you to simply THINK ABOUT IT! Take as much time as you need. No pressure and certainly no hard sell. We work best with long term clients, so it is vital that you feel good about working with us before becoming a client. Also, we want what is best for you! If we don’t think we can most effectively meet your goals and needs, we are happy to help you find another advisor. Before deciding to work with Booth Financial, we encourage you to answer the following questions:

  • Do I like/trust/respect the team at Booth Financial?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

Ready to Get Started?

Ensure that your situation matches our expertise.

Schedule a 15 minute introductory call.


Learn More

See if our qualifications meet your needs.

Check out our team to decide