Complimentary Discovery Visit
Find out whether your plan is built for this.
Markets sit at record highs while the economy underneath them softens. If you’re within ten years of retirement, that combination deserves more than hoping things settle down.
A clearer path to a confident retirement.
What it costs
Nothing.
No fee, no obligation, and no presentation waiting at the end.
Start the ConversationWhat to expect
A conversation about your situation — not a sales meeting
$0
Cost to meet
60 min
Typical first visit
No
Obligation to continue
- A conversation, not a pitch. We spend the first meeting understanding your situation. There is no presentation waiting at the end of it.
- You leave with something useful. Even if we never work together, you get a clear read on where your plan is strong and where it’s exposed.
- Meet the way you prefer. By phone, video, or in person at our North Atlanta office.
- Fiduciary throughout. We are obligated to act in your best interest - not to sell a product.
What we plan
Five areas a complete retirement design covers
- Income Floor Portfolio Strategy
- Tax Minimization Strategy
- Retirement Income Blueprint
- Healthcare & Long-Term Care Strategy
- Legacy & Estate Planning
Why it matters now
Most portfolios are built to grow. Far fewer are built to pay you reliably while they grow. The difference only becomes obvious once withdrawals begin — and by then, changing course is expensive.
The Freedom Framework™
How we build a written retirement plan
The discovery visit is the first step of a five-phase process. You’re never obligated to continue past step one — but this is where it leads if you do.
Discovery & Complete Financial Picture
We start by understanding what you have, what you’ll need, and what you actually want retirement to look like.
Portfolio Analysis & Risk Assessment
We stress-test what you hold today — including how it behaves in a downturn while you’re drawing income.
Tax Strategy & Multi-Scenario Modeling
We model the scenarios that matter: early retirement, market shocks, Roth conversions, Social Security timing.
Retirement Income Design
We build your income floor first, so essentials are covered regardless of what markets do.
Ongoing Support & Review
Plans need maintenance. We revisit as tax law, markets, and your life change.
All five phases converge on
Your Written Retirement Plan
Common questions
Before you book
Is there really no cost?
Yes. The discovery visit is complimentary. If we both decide there is a fit and you become a client, fees are disclosed in writing before anything begins.
What should I bring?
Nothing is required. If you’d like a more specific read, a recent statement and a rough sense of your monthly spending help — but the first conversation works fine without them.
Do I need a certain amount saved?
We typically work with households that have $500,000 or more in investable assets, because that’s where the planning we do adds the most value. If you’re unsure whether that’s you, just ask.
What does fiduciary actually mean?
It means we are legally obligated to act in your best interest, not to sell you a product. Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser.
What happens after the first meeting?
Nothing automatic. If it makes sense to continue, we outline what a written plan would involve. If it doesn’t, we tell you that plainly.
Let’s look at your plan together
If we’re not the right fit, we’ll tell you plainly.
Schedule Your Complimentary Discovery VisitFreedom First Retirement Design · 5555 Glenridge Connector, Suite 200, Atlanta, GA 30342