PEOPLE NEARING RETIREMENT
If retirement is on the horizon, planning can feel both exciting and overwhelming.
I work with individuals and couples who want to understand how their savings will support their lifestyle, make informed decisions about income, timing, and risk, and reduce uncertainty as they move from earning to drawing income.
The focus is on clarity and preparation—not pressure
PEOPLE ALREADY IN RETIREMENT
Once you’ve retired, the questions don’t stop—they change.
I work with retirees who want to ensure their resources last, feel confident about spending and income decisions, simplify their financial life, and make sure everything continues to work together as life evolves.
The goal is steadiness, flexibility, and peace of mind
A COMMON THREAD
Whether someone is approaching retirement or already there, most people I work with feel overwhelmed by complexity, want clear explanations, value a calm and thoughtful approach, and are not interested in chasing trends or constant activity.
If that sounds like you, this may be a good fit