Who We Serve

How We Help Clients
Approaching a Change

At a Glance

You may be thinking about stepping away from your career, taking a year off, or starting something of your own. It’s not quite retirement—you just want the freedom to make a change. You’re ready to explore the possibility, but you have questions:
  • Can I really retire in the next few years?
  • Can I stop my current job and start my own business?
  • How much do my finances need to shift before I can make this career shift?
  • Could I step away for a year without putting my future at risk?

Achieving a “Work
Optional” Lifestyle

We’re here to help you define what retirement, or some time away from your current employment, looks and feels like for you.

Retirement doesn’t have to mean you stop working completely. Maybe you want to take a break, try something new, or just know you can walk away when you’re ready.

Many clients come to us unsure of what’s possible, not realizing they’re in a stronger position than they think.

We’ll help you figure out what your version of “work optional” could look like—and how to make it work.

Your Path to Success:
A personalized, holistic financial plan

STEP 1

We’ll begin by exploring your options and diving into the “why” behind your goals, so that we can begin to outline the next steps

STEP 2

We’ll review your full financial picture to see what can be adjusted to support your break or career shift, while still keeping your long-term goals in sight.

STEP 3

We’ll build a plan for how to fund this next phase using the right mix of income sources and investments, and adjust as your life and goals change.

What You Get

A clear path forward to achieve your ideal future

Excitement about what’s ahead because you now know it’s actually possible

Regular updates to your plan to take account of changes in priorities and environment

Peace of mind with an expert by your side every step of the way

Let’s Talk About How to Bring
Your Vision to Life

Schedule a quick call to see how we can help make it happen.

Book a Free Intro Call

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