When you retire, it can be a daunting task to switch from living a lifetime of receiving a paycheck to a new lifetime of living off your savings, social security and (maybe) a pension. The prospect of transitioning from net saver to net spender can be over-whelming, especially as you navigate changes in your spending and giving levels, investment portfolio, income, taxes, and health considerations to name a few over the course of your retirement. All of this against the backdrop of worrying about whether your money will outlive you and/or your partner and not the other way around.

But don’t worry, I’m here to help you take the guesswork out of that process. Whatever your current circumstances, I’ll work with you to create a customized plan that will help you live your best retirement life, while helping you navigate it along the way.

To get started, please contact me for a “Right Fit Call” today.