Our Methodology
The Retirement Architect Process™
Great retirements don't happen by accident — they're designed.
Why Retirement Planning Is Different
Most retirement planning happens at big Wall Street firms — where the same strategies that helped you accumulate wealth are applied to distribution. The problem? What got you to retirement won't get you through retirement.
Accumulation and distribution are two fundamentally different phases:
At J.P. Aubry Wealth Advisors, we don't tell you to "ride it out" when markets don't cooperate. We design retirements built for distribution from day one.
How We Build Your Retirement
Our process transforms your vision into a Built to Last Retirement Plan through four intentional phases — and keeps it strong for the decades that follow.
A planning partnership — not just an investment account.
Retirement success takes more than a well-managed portfolio. The Built to Last Retirement Plan™ is a living document that coordinates all five pillars — income, investments, taxes, healthcare, and legacy — and through Fortify Meetings, we revisit it on a deliberate cadence as life changes, tax laws shift, and markets move.
Year One
More frequent — by design.
The foundation gets laid in year one. We meet more often to coordinate income, investments, taxes, healthcare, and legacy as each piece comes online.
Years Two & Beyond
Ongoing strategy sessions, set to your needs.
Each session deepens the relationship, surfaces new planning opportunities, and reinforces a strategy built to adapt for the decades ahead.
The Blueprint
The Built to Last Retirement Plan™
At the end of our Design phase, you'll receive your Built to Last Retirement Plan™ — a comprehensive blueprint that coordinates five critical planning areas into one cohesive strategy. This isn't a folder full of charts. It's your roadmap for the next 30 years.
The
Built to Last
Retirement Plan™
Your personalized blueprint for a retirement that lasts.
Click any pillar to explore in depth
Your Built to Last Retirement Plan coordinates all five planning areas into one cohesive strategy — designed to adapt as life evolves.
"Predicting rain doesn't count. Building arks does."
— Warren Buffett
Ready to Start?
Our process begins with a 20-minute consultation — a relaxed 20-minute conversation about the retirement you're picturing, and whether our process is the right fit to build it.
Schedule a 20-Minute Conversation20 minutes · Complimentary · No obligation