INDiVIDUALS

Getting Ready to Retire: Who are you outside of work? What do you love to do? How are you going to structure your time? Creating a game plan for retirement before you retire is an ideal way to make your transition into post-career life smooth and joyful. It’s also a practical way to determine how much money you’ll need. When you align your time and money with what matters most, you live with joyful purpose!

Already Retired: There’s often an initial honeymoon phase in retirement where savoring relaxing time is fulfilling enough. But later, many people wonder "is this all there is?!" Reignite your curiosity. Uncover your passions. Here's your chance to find out how to  experience more purpose and connection. And here's a happy bonus: creating a plan to live with more joy and meaning improves your health and quality of life.

Wealth Management Advisors

Time and money are two of the most important resources in retirement. Wealth management advisors help clients invest their money. I help people create a plan to invest their time from empty nest to retirement. When people define how they want to spend their time, you can guide them to understand the money they need for their chosen life. Together, we can offer clients the peace of mind they seek in this new phase of life.