top of page
Janus Financial_edited.jpg

Our Process

If you’re retired (or close to it), our retirement readiness evaluation process will provide you with answers to four critical questions:
  • Will you run out of money in retirement?
  • Are you overpaying your taxes?
  • Is your portfolio suitable for retirement?
  • Can you reduce or eliminate threats to your retirement?
There is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.


Initial Phone Call

This 15-minute phone call will give us both a chance to make sure your situation matches our knowledge and experience.

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

First Office Meeting

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we requested you bring, will guide our analysis which will result in plain-English answers to critical questions.





Our Analysis

We apply our experience, extensive research, thousands of hours of training, and our understanding of who you are to analyze your situation and answer the critical questions pertaining to your retirement.

Second Office Meeting

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis. This is where you will see, in dollars and cents, how our firm could improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.





Your Evaluation

We are interested in forming long-term client relationships. It’s important to us that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to consider the following questions:

  • Do I like/trust/respect the team at Janus Financial?

  • Will the benefits they provide exceed their cost?

  • Do their recommendations make sense to me?


If we mutually decide to work together, we schedule this meeting to start the process to become a client.

While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.



bottom of page