Our Process
At White Pine Investment Management, we believe your retirement strategy should be as unique as you are. Through our comprehensive, multi-step process, we take the time to understand your goals, ensuring we help you build the lifestyle you envision. Our aim is to keep you well-informed about your options, and our process is designed to guide you every step of the way.
1st Appointment – Discovery
This no-obligation meeting offers us the chance to get to know each other and create a personalized financial assessment. We will ask a series of questions to better understand your financial situation and future goals. Additionally, we will provide an overview of our services and discuss how we can collaborate to help you achieve your objectives.
2nd Appointment – Recommendation
Following our initial meeting, we will present a customized financial strategy—your personalized roadmap—to guide you on your financial journey. Our recommendations will be based on the goals you’ve outlined, and we’ll take the time necessary to answer all of your questions thoroughly. We will begin implementation only after all recommendations and concerns have been fully addressed.
3rd Appointment – Implementation
During this meeting, we will walk you through each step of the implementation process, ensuring that every detail is covered and all concerns are addressed. Our goal is to make certain you fully understand the strategies we've recommended and feel confident in moving forward with the plan. We’ll be with you every step of the way to ensure a smooth and successful implementation.
Ready to get started?
Take the first step toward securing your financial future—contact us today to start building a personalized retirement plan that works for you!