Timeline Type 6

Muhammad Irfan

STEP 1

Free Introductory Call

Our first call will be a relaxed conversation where we will get to know you better by asking questions such as:

What is your current financial situation?
What age to you want to retire?
What does your ideal retirement look like?
Do you have beneficiaries to consider when planning for your retirement?

STEP 2

Deeper Discussion About You and Your Finances

During this call, we will take a closer look at your current financial picture and goals now that we have had time to review everything initially discussed. 

We will provide recommendations—whether it’s refining your retirement plan, tackling urgent tasks, or adjusting strategies to keep you on track. Together, we will prioritize next steps to focus on what matters most to you.

STEP 3

Implementation and Ongoing Check-Ins

Once we begin working together, we will discuss the best method for communication, whether that’s by phone, video, or in person, and will schedule regular check-ins at least once a quarter.

During these check-ins, we will update your plan as needed, address any new questions or concerns, and review progress toward your goals. We will make sure your plan remains aligned with any changing priorities.

The above block is copied from the site: https://ambrosiniwedev.wpenginepowered.com/start-a-conversation/

Pattern HTML

<!-- wp:group {"metadata":{"name":"Steps Rows"},"className":"steps-rows","layout":{"type":"constrained"}} -->
<div class="wp-block-group steps-rows"><!-- wp:columns {"verticalAlignment":"center","animationsForBlocks":{"animation":"fade","variation":"fade","once":true,"mirror":false,"easing":"linear"},"style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|70","right":"var:preset|spacing|30"},"margin":{"bottom":"var:preset|spacing|50"}},"border":{"radius":"5px"}},"backgroundColor":"first"} -->
<div class="wp-block-columns are-vertically-aligned-center has-first-background-color has-background" style="border-radius:5px;margin-bottom:var(--wp--preset--spacing--50);padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--70)" data-aos="fade" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"verticalAlignment":"center","width":"18%"} -->
<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:18%"><!-- wp:image {"id":136,"sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large"><img src="https://ambrosiniwedev.wpenginepowered.com/wp-content/uploads/2025/04/Step-4.svg" alt="" class="wp-image-136"/><figcaption class="wp-element-caption">STEP 1</figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"center","width":"","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Free Introductory Call</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>Our first call will be a relaxed conversation where we will get to know you better by asking questions such as:</p>
<!-- /wp:paragraph -->

<!-- wp:list {"className":"is-style-long-arrow"} -->
<ul class="wp-block-list is-style-long-arrow"><!-- wp:list-item -->
<li>What is your current financial situation?</li>
<!-- /wp:list-item -->

<!-- wp:list-item -->
<li>What age to you want to retire?</li>
<!-- /wp:list-item -->

<!-- wp:list-item -->
<li>What does your ideal retirement look like?</li>
<!-- /wp:list-item -->

<!-- wp:list-item -->
<li>Do you have beneficiaries to consider when planning for your retirement?</li>
<!-- /wp:list-item --></ul>
<!-- /wp:list --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"verticalAlignment":"center","animationsForBlocks":{"animation":"fade","variation":"fade","once":true,"mirror":false,"easing":"linear","delay":300},"style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|70","right":"var:preset|spacing|30"},"margin":{"bottom":"var:preset|spacing|50"}},"border":{"radius":"5px"}},"backgroundColor":"first"} -->
<div class="wp-block-columns are-vertically-aligned-center has-first-background-color has-background" style="border-radius:5px;margin-bottom:var(--wp--preset--spacing--50);padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--70)" data-aos="fade" data-aos-delay="300" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"verticalAlignment":"center","width":"18%"} -->
<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:18%"><!-- wp:image {"id":135,"sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large"><img src="https://ambrosiniwedev.wpenginepowered.com/wp-content/uploads/2025/04/Step-1-1.svg" alt="" class="wp-image-135"/><figcaption class="wp-element-caption">STEP 2</figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"center","width":"","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Deeper Discussion About You and Your Finances</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>During this call, we will take a closer look at your current financial picture and goals now that we have had time to review everything initially discussed. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>We will provide recommendations—whether it’s refining your retirement plan, tackling urgent tasks, or adjusting strategies to keep you on track. Together, we will prioritize next steps to focus on what matters most to you.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"verticalAlignment":"center","animationsForBlocks":{"animation":"fade","variation":"fade","once":true,"mirror":false,"easing":"linear","delay":600},"style":{"spacing":{"padding":{"top":"var:preset|spacing|50","bottom":"var:preset|spacing|50","left":"var:preset|spacing|70","right":"var:preset|spacing|30"},"margin":{"bottom":"0"}},"border":{"radius":"5px"}},"backgroundColor":"first"} -->
<div class="wp-block-columns are-vertically-aligned-center has-first-background-color has-background" style="border-radius:5px;margin-bottom:0;padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--70)" data-aos="fade" data-aos-delay="600" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"verticalAlignment":"center","width":"18%"} -->
<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:18%"><!-- wp:image {"id":134,"sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large"><img src="https://ambrosiniwedev.wpenginepowered.com/wp-content/uploads/2025/04/Step-2-1.svg" alt="" class="wp-image-134"/><figcaption class="wp-element-caption">STEP 3</figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"center","width":"","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Implementation and Ongoing Check-Ins</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>Once we begin working together, we will discuss the best method for communication, whether that’s by phone, video, or in person, and will schedule regular check-ins at least once a quarter.</p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>During these check-ins, we will update your plan as needed, address any new questions or concerns, and review progress toward your goals. We will make sure your plan remains aligned with any changing priorities.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:group -->

Pattern CSS

.steps-rows .wp-block-columns{
	box-shadow: 0px 30px 30px 0px rgba(142, 177, 218, 0.20);
	border-radius: 5px;
}

.steps-rows .wp-block-columns .wp-block-column:last-child {
	border-left:1px solid #BACADB ;
	padding-left: var(--wp--preset--spacing--50);
}

.steps-rows .wp-block-columns .wp-block-column figure {
    position: relative;
	width: fit-content;
}

.steps-rows .wp-block-columns .wp-block-column figcaption.wp-element-caption{
    margin: 0px;
    position: absolute;
    left: 0;
    right: 0;
    top: 60px;
    color: var(--wp--preset--color--second);
    font-size: 16px;
    font-weight: 600;
    line-height: 30px;
    letter-spacing: 3.2px;
    text-transform: uppercase;
	text-align: center;
}
@media only screen and (max-width: 980px) {
.steps-rows .wp-block-columns .wp-block-column:last-child {
		border-left: 0px;
		padding-left: 0px;
	}

	.steps-rows .wp-block-columns .wp-block-column figure{
		margin: 0 auto;
	}
}
@media only screen and (max-width: 600px) {

.steps-rows .wp-block-columns{
		padding-left: var(--wp--preset--spacing--30) !important;
	}

}