Take incremental steps towards retirement.
You want someone to help you understand your finances and be able to guide you to making wise decisions about your finances and investments.
We know that's just the beginning. The real work comes when it's time to start thinking about what your new life will look like after retirement. With our specialized training we can help you look out at the horizon, manage the messy times right after retirement and settle in to your new normal.
This is what we call managing the two sides of retirement.
Retirement planning is not only about the Benjamins. You do need to plan the financial side of retirement. You also need to plan the personal side.
When you don't plan well for both you often end up being less confident that you're making the right decisions. We don't want that to happen to you.
We want you to enter retirement knowing that you have enough financial assets and the life you'll be living will give you tons of joy.
We call this managing two sides of money. One side is the technical and financial side. The other is the emotional side. Both are equally important. When you ignore one, the other often goes out of whack.
We understand how important both sides are and want to talk besides you as you plan and implement your retirement plan.
This is always the starting point where we find out if we're right for each other.
Your plan has two parts. First, there's the technical side. How much money you need and where it's going to come from.
We'll be beside you every step of the way on your journey into and past retirement.