Free intake call
We discuss your household, retirement vision, income, accounts, benefits and the questions you want answered.
Our complimentary planning process
Clarity begins with a conversation—not paperwork.
The process typically includes two private Google Meet calls. First, we learn about your income, situation and goals. The following week, we present your personalized Blueprint and email you a copy. A third call is scheduled only when useful.
Blueprint preparation
Our team organizes the information into a visual Genesis Retirement Blueprint before your next meeting.
Free presentation call
We meet again, typically the following week, to walk through your Blueprint and discuss your retirement picture.
Report and next steps
We email your complimentary Blueprint after the presentation. If further planning or potential assets warrant another conversation, we schedule a third call.
All calls and the Blueprint are free. FortiGuard does not request Social Security numbers, driver’s-license information, account login credentials or payment during this complimentary process. The scope of any later services depends on individual circumstances, licenses, state and product availability.