A structured process for personalizing your plan

CUSTOMIZING A WEALTH MANAGEMENT PLAN to you and your family requires our team to gain a total understanding of your current situation and what you want to accomplish. Our team will want to learn about you beyond just your financial details, such as your goals and values, the people and relationships important in your life, and even your hobbies and interests.

This is why NEXT Retirement Solutions employs a deep discovery process that is detailed, robust and highly structured. The steps we follow may be common to all clients, but the results are truly personalized to each client.


First, our team will build an understanding of your personal goals, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services our professionals offer that can help you meet your objectives.


Next, our team members will analyze the information you have shared in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. Our team will present its recommendations to you, answer your questions, consider alternatives and outline the steps needed to implement your plan.


With your approval, our team will execute your customized strategy. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.


Once your plan is implemented, our team will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. This also includes ongoing reporting of your account activity and periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.