The Leverage Planners Method

Welcome to Leverage Planners! Whether you’re preparing for your first appointment or just discovering our firm, we’re excited to show you how our comprehensive retirement and wealth management process works. At Leverage Planners, we believe in taking the time to fully understand your unique financial goals, challenges, and opportunities. Our approach is designed to ensure that every plan we create is tailored to your specific needs, providing clarity, security, and confidence for your financial future.

In the video below, you’ll get a detailed look at what to expect in your first appointment and the steps we’ll take together to build a solid retirement plan. If you haven’t scheduled an appointment yet, feel free to click the link and set up your first meeting—we look forward to helping you achieve your retirement goals.

Before your initial appointment, we ask that you watch this video from our Founder & Principal Advisor, David Donhoff, in order to be fully prepared for your meeting and know exactly what to expect

Trust & Respect Intake Meeting

This meeting is a mutual interview to ensure we establish trust and respect between us and determine if we’re a good fit for each other. We’ll take some time to build out your current financial scenario, which will help us create your “Situation Report” (or SitRep, as we like to call it) that outlines your current situation alongside your goals.

If you already know you’re ready to move forward to discuss strategy with us, you can fill out our intake form and upload the necessary documents so we can build out your SitRep before you come in!

Strategy Meeting

During your Strategy, we’ll review the gaps identified in your initial SitRep and introduce you to examples of our Retirement Lifestyle Plan (RLP) options. Our team will recommend the RLP best suited to your goals, but we won’t be customizing the plan just yet. Once you’re ready to move forward, you’ll sign off on the recommended approach to get started, and we’ll begin the process of smoothly transitioning your assets under our care.

Deployment Meeting

During your third appointment, we’ll present our draft of your personalized Retirement Lifestyle Plan (RLP). Since your last meeting, our team has worked to build a detailed plan that outlines recommended allocations, selected products, and the actionable steps needed to put your retirement strategy into motion. We’ll walk through and adjust each element of your RLP together, ensuring you have a clear understanding of how it aligns with your goals and what the next steps are leading to final delivery.

Delivery Meeting

At your Delivery Meeting, we’ll walk you through a side-by-side review of your retirement strategy, highlighting the ‘before and after’ to show how your customized Retirement Lifestyle Plan (RLP) addresses each of your goals and resolves key gaps identified earlier. This session also serves as your onboarding to our systems, where we’ll guide you through accessing your accounts, policies, and other resources, so you feel fully equipped and confident in managing your plan.

… And Beyond

After your plan is fully implemented, we’re here to adjust, tweak, and refine it as your path and priorities evolve. At least once a year, we’ll check in for an annual review to make sure your plan is still working for you, making adjustments as needed to keep you confidently on course for the future you envision.


Resource Center

Prepare for your first appointment by filling some basic information that we’ll need to get started ahead of time!

In order to build out your current financial scenario, we’ll need you to upload or bring in some of your financial documents for us to build your personalized financial “Situation Report” (or SitRep, as we like to call it). Find the list of them here!

Securely upload all of your files prior to your meeting digitally and save yourself the papercuts!