The first step in our process is to learn more about you. We will schedule a call with you and one our concierges to discuss why you reached out to Boomer Income Ideas, learn the different areas of interest you might have, and how we might be able to help.
Once we learn more about you and your interests we will provide with different ideas and options that will get you pointed in the right direction. Specific goals require specific plans. During the consultation process, we will begin to formulate what that plan is for you.
Now it is up to you take action! We will help you take the next steps towards moving down your new chosen path. Our internal resources along with companies we have partnered with will give you the tools to begin writing your third chapter of life.
We want to make sure you are still making progress and getting to where you want to go, so we will follow up with you to ensure that is happening. Also, some of our clients change their minds and need additional follow up, so rest assure that we will be there for you throughout the process.