Create a Healthy and Happy Retirement On Your Terms

Now that you’ve learned everything there is to know about financial retirement planning, it’s time to prioritize your mental, emotional, and physical wellbeing. You’ve come to the right place if you are looking for a clearly defined path. The rewards are intention, balance and empowerment.

There is no shortage of financial retirement planning, and so you won’t find that here. I work one-on-one with retirees and soon-to-be retirees through a five-step module to create a meaningful retirement that makes sense to them. This process focuses on the Five P’s: Purpose, Productivity, Pleasure, People and Proactive Health. I provide structure, guidance and accountability so that you get the most out of this phase of your life.