Plan Success Method

The Plan Success Method is a process that integrates Behavioral Finance and retirement savings with the aim to create highly effective and successful retirement plans. Stonebridge consultants are Certified Behavioral Finance Advisors. Collaborating with our clients, we develop Plan Success goals, measure results and make improvements while maintaining the highest degree of fiduciary prudence and process.

Beginning with a Behavioral Audit, Stonebridge Advisors work with clients to evaluate their current plans and establish plan success goals. The audit is a basis for our recommendations which are tailored to each client’s specific situation. These recommendations are used to create a long term strategy whereby plan goals are monitored and measured to ensure progress. The end result is a highly effective and successful retirement plan.