• College Planning: Expected Family Contribution (EFC) Analysis meeting

      1 hour

      College education is a buyer’s market, and the old adage “knowledge is power” is true. When you act as an informed consumer, you can get the best education at the lowest cost and minimize the risk of damaging your retirement savings. Th ...

    Already a Client

    • Client Meeting - Virtual (Zoom/Phone/Computer)

      30 minutes

      As a client, our doors are always open and we look forward to connecting. Schedule this meeting in between your formal Annual Reviews. We will meet virtually using Zoom, the phone &/or your computer. Please be sure to specify your agend ...

    • Phone Call

      15 minutes

      Schedule a 15-minute phone call to discuss anything on your mind.

    • Client Meeting with Eric - Virtual (Zoom/Phone/Computer)

      30 minutes

      As a client, our doors are always open and we look forward to connecting. Schedule this meeting in between your formal Annual Reviews. We will meet virtually using Zoom, the phone &/or your computer. Please be sure to specify your agend ...

    • Client Meeting - In-Office

      1 hour

      As a client, our doors are always open and we look forward to connecting. Schedule this meeting in between your formal Annual Reviews. We will meet at our office in Eden Prairie. Please be sure to specify your agenda for this meeting.

    • Annual Review - Virtual (Zoom/Phone/Computer)

      1 hour

      This meeting should occur once per year. Scheduling this meeting will initiate a comprehensive review process with your personal financial advisor. You will meet with your advisor via Zoom.

    • Annual Review - In-Office

      1 hour

      This meeting should occur once per year. Scheduling this meeting will initiate a comprehensive review process with your personal financial advisor.

    Not (yet) a Client

    • Fit Meeting - Investment

      30 minutes

      This complimentary opportunity is for you if you are not yet a client. Your financial future is important and you deserve a firm that is the right fit for you. We realize we are the right firm for some people & not others - this "Fit ...

    • Factfinder - In-office

      1 hour

      Schedule this meeting if you would like to get all the information you need to determine how we may be able to enhance what you've already been able to accomplish.

    • Analysis & Consultation

      1 hour 30 minutes

      This Analysis & Consultation meeting should be scheduled after the Fact-Finder meeting. At this meeting, we'll present the results of your Analysis to help you understand the road you're on today.

    • Recommendation

      1 hour 30 minutes

      If after your Analysis meeting you decide you want to learn how we may be able to serve you, this Recommendation meeting will give you all the information you'll need to determine if we're the right fit for you. This meeting should fol ...

    • Taxes and Retirement Planning Overview Meeting

      1 hour

      Schedule this meeting after you've attended the presentation, "How Tax Planning Changes Through Four Stages of Retirement".

    • Social Security Analysis Meeting at CCG Office in Eden Prairie

      30 minutes

      This meeting is for people who are 55+ and who have not yet taken their Social Security benefits. We'll run a series of maximization scenarios to help you identify your best claiming strategy - whether you're single, married, divorced, ...

    • Social Security Analysis Meeting via Zoom

      30 minutes

      This meeting is for people who are 55+ and who have not yet taken their Social Security benefits. We'll run a series of maximization scenarios to help you identify your best claiming strategy - whether you're single, married, divorced, ...

    • Tax Intake

      30 minutes

      At this meeting, we will gather the information necessary to have your tax return prepared by a CPA

    Other

    • Legacy Planning Assessment

      1 hour

      A modern way to plan to plan your legacy, called Generational Planning, is an intentional (fun, even) two-phase process that does away with the worst aspects of estate planning and helps you plan your legacy. Schedule this meeting if yo ...

    • College Planning Strategy Session

      1 hour 30 minutes

      Learn how your student can graduate on time, with manageable student loan debt without robbing your retirement.