As your advisory team, our certified retirement planners want you to have enough money to sleep at night and enough passion to get up with vigor (and coffee of course).

Our Process

Our process includes planning for your money and coaching for a vibrant retirement lifestyle.

Step 1

Retirement Observations

Who do you know that has retired well (and who has struggled)?

Step 2

Visioning

Cast the Vision – what activities and accomplishments are vital to your retirement success?

Step 3

Ideal Week in Retirement

How will you spend your time?  Golf only takes 5 hours…….

Step 4

workplace to retirement tradeoffs

Understand the workplace to retirement tradeoffs

Step 5

Financial with the Emotional for an EPIC Retirement

Fusing the Financial with the Emotional for an EPIC Retirement

“Whether you are 62, 65, or some other age at which you’ve been told you should retire, that number is nothing more than an artificial finish line. Only you have the right to announce a verdict on your date of extraction.”

– Mitch Anthony
The New Retirementality

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Fill out the form below for personalized links to each of the exercises mentioned above.

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