How We Work
If you're retired or preparing for it, our complimentary planning process helps you get clarity on your financial future – and determine if we’re the right fit for you. We’ll answer the questions you’ve likely been asking:
Will I run out of money in retirement?
Am I paying more than I should in taxes?
Am I truly maximizing what I’ve worked so hard to build?
Our Process
1. Initial Phone Call
This short call helps us understand your situation and determine whether we’re a good fit.
2. Introductory Meeting
In-person or virtual, this meeting is all about you. We get to know your goals, concerns, and financial picture, using the information you’ve provided to build your custom plan.
3. Our Analysis
Behind the scenes, we analyze your full financial picture (investments, taxes, income, estate) and identify any gaps or opportunities. The result: a personalized, easy-to-understand roadmap.
4. Plan Presentation
We walk you through your plan, explain our findings in plain English, and provide you with a copy. You'll see exactly how we work—and how we can support your retirement journey.
5. Decision Time
We encourage you to take your time. Ask yourself:
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Do I trust the team at Bedard Financial?
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Do their recommendations make sense?
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Have all my questions been answered?
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Does the value outweigh the cost?
6. Paperwork and Onboarding
Once you're ready, we’ll begin the onboarding process, take care of any paperwork, and get you started with our team – fully supported and fully informed.
