Our process is Designed for You.

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At Martello, planning for retirement starts with understanding your full financial picture—
empowering you to make the best decisions for your future.
Focused not only on your current goals and protecting your assets—
but also on guiding you towards your full financial potential.
We take the time to learn about every aspect of your financial life—
from income and investments to healthcare needs and family priorities because these details map out your financial landscape, allowing us to cutomize our support to help you achieve your goals.
We understand that gathering all the details of your financial life can feel overwhelming—
but it doesn’t have to be.
Our process is intentionally customized to your needs, preferences, and pace.
Whether you prefer digital tools, personal guidance, or a blend of both, we meet you where you are—
making it easy to get organized and focus on what matters most:
your future.

What does this process generally look like?

Initial Introduction
To make the most of your time, we may ask you to complete a short questionnaire in our prospect portal before our call.
If you've already used one of our free analysis tools, we likely have the general information we need.
Upon meeting, we start with a brief conversation about you.
During our conversation, we'll share our insights and explain how we can help.
You’re encouraged to ask as many questions as you’d like.
Getting Organized:
We work with you to gather all of your financial information in one place.
Gone are the days of searching for old documents, waiting for new ones to arrive, and sitting on the phone for hours waiting for someone to finally help.
Our process helps you accomplish this in minutes.
  • • Budgeting
  • • Investment Accounts
  • • Estate Planning Documents
  • • Tax Documents
  • • Insurance Information

Not all information can be gathered quickly.
For any documents that cannot be automatically gathered or simply uploaded to our client portal, we overnight you a large pre-stamped envelope so you can pack up your documents and send them to us.
We will securly scan them and return the originals to you.
If you're local, we will even pick them up, scan them in person, and return them to you.
Your Living Plan:
We work hard to analyze all possible outcomes, eraticating preventable risks.

We walk you through your situation and action steps to improve your life.
Follow-Through:
Without execution, plans remain just ideas.

We provide structured oversight, action items are organized, items are tracked, managed, and completed to drive meaningful results.
Proactive Plan Management:
We meet a minimum of twice a year to review and adjust your plan, so it evolves with your changing life and financial needs.
Ongoing Relationship:
Life doesn’t follow a set schedule, and neither do we.

When you have a pressing need or a significant life change, we’re here to meet with you—whenever you need us.