If you’re in retirement (or nearing it), our Chart My Course Process will help you answer the following three Ideal Life questions.

  1. Do I have a plan that allows me to face the future with anticipation rather than apprehension?
  2. Will I run out of money in retirement?
  3. Can I feel confident knowing that I have enough money to start checking off the boxes on my bucket list?

    The answers to these questions and others that you may have are documented in your personalized Chart My Course Roadmap.

    If you are a good fit for our firm, there is no cost or obligation to begin this Process. We are committed to providing you with a very clear and compelling value proposition before you pay us a single dollar in fees or entrust us with management of a penny of your assets.

Step 1 - Initial FIT Phone Meeting

Step 1 - Initial FIT Phone Meeting

This 15-minute phone call provides us the opportunity to gauge if we can offer you a very clear and compelling value that aligns with your needs and our expertise.     

During this call, we will seek the answers to the following questions.

  1.  Were you referred to us? 
  2.  If referred, how did our firm happen to come up in conversation?
  3.  What are 2 or 3 goals that you’re looking to accomplish? 
  4.  What resources have you set aside to accomplish these goals?

If we are not a good fit for each other, we will gladly make an introduction to a firm that may be better suited to your needs.   

We Can't Be All things To All People; We Seek To Be Everything To Some People.

<span id="_mce_caret" data-mce-bogus="1"><sup data-mce-bogus="1"></sup></span>Step 2 - In-Office FIT Meeting

Step 2 - In-Office FIT Meeting

The objective of this meeting is to clearly define Your Why? and what it would look like for you to be living your Ideal Life.  This meeting is intended for us to get to know you better. We will have a natural conversation with you about you. 

With the answers to your FIT questions and the financial statements that you provide, our Chart Your Course Process will result in plain English answers to your three Ideal Life questions.



This pause is a time for you to evaluate if our Chart My Course Process is a fit for you. 

During this time, the Jackson Wealth Management Team determines fit as well. The team will evaluate your goals and resources to ensure that we can offer a clear and compelling value to you and that your needs align with our experience and knowledge.  

During this time, you should be asking yourself the following questions:

  • Do I like, trust, and respect the Jackson Wealth Management Team?
  • Do I believe the benefits JWM provide will exceed their cost?
  • Can JWM deliver to me a clear and compelling value?
  • Do their recommendations make sense to me?
  • Do I have a coachable spirit and am I willing to receive advice and take action on the recommendations provided by the JWM team?
Step 4 - FIT Call

Step 4 - FIT Call

Following this 48 hour pause, a JWM team member will call you to share the findings of our evaluation and if we believe that your goals and needs align with our process.

We will provide you with the answers to these four critical questions:

  1. Have I arrived at the point of achieving the work optional lifestyle? Or am I on the right track?
  2. What is “My Why”?
  3. What is my Ideal Life, and am I navigating towards it?
  4. Are there things that could be optimized or improved?

    If you are a fit for our experience, you will have the opportunity to commit to our process. 

Step 5 - In-office Presentation / Paperwork Meeting

Step 5 - In-office Presentation / Paperwork Meeting

At this meeting , we will address all of your questions. If you feel completely comfortable with our process, we will start the paperwork to begin onboarding you as a client. 

The JWM team will provide you with your personalized Chart My Course  Roadmap Binder. This roadmap will document your “Why?” and serve as an important guide thoughout our relationship to help hold you accountable to Charting Your Course in the direction of your Ideal Life.

*While it would be an honor to work with you, if you decide that we're not a good fit, we will wish you well and continued success. To say it bluntly, there will never be a hard-sell or any pressure for you to say, "yes".