Taking the Mystery Out of Successful Retirement PlanningI help clients pursue and enjoy the retirement of their dreams using a 7-Step Process to provide personalized guidance throughout the retirement journey. My approach is neither typical nor transactional — no generic advice or one-dimensional service. Instead, my goal is to ensure that each client benefits from a comprehensive offering as I walk with them, hand-in-hand as a financial educator and guide.
My conversations with clients are different.What I truly believe sets me apart from the competition lies in the conversations I have with clients. These discussions are different from the typical financial planning meetings you might have with a traditional advisor, which are often focused on just money management. A successful retirement is about so much more than just the money. My focus is on 1) your goals and 2) providing the education necessary to help ensure you understand what strategies are best suited for your unique situation.
Understanding what clients wantMy clients have spent the majority of their lives working hard. So when they are ready to retire, I have found they want to have a plan in place that secures the fulfilling and engaging experience they deserve. Based on countless conversations I’ve had over the years, I’ve been able to identify three critical components that support a successful transition into retirement and through retirement:
Questions You Should Be Asking
As you approach retirement, everyone has a unique set of circumstances and everyone is operating from a different level of understanding about what lies ahead. Below, you will find answers to some of the most common questions I receive. As you will see, you are not alone and your concerns are valid; the good news is, we can begin working through challenges and your fears of the unknown together.