What does working together virtually look like?
Your meetings happen by video or by phone, with the same team from your first conversation through every review. Between meetings, your plan lives in your own login to The Retirement Life Design Studio: the dashboard, the client app, the document vault and the what-if sandbox. Signature Retirement includes the first year, and Continuum keeps it going.
Is anything lost by not meeting in person?
Very little. The conversations, the planning and the coaching all travel well by video, and the planning experience is identical either way. If you would rather sit across the table, our office is at 240 S State Street in Westerville.
How do I start?
Join the Signature Waitlist, or send us a message first. Rc and Deana read every message themselves, and you will hear back from them.
Written by the team at The Retirement Life, led by Rc Arseneau, CFP®. This is education, not individualized advice. Your situation deserves a real conversation before any decision.