Hi, thanks for visiting this page to book a time to chat about how we can build an extraordinary ”second-half-life” for you in retirement.

You’re probably here because you’re getting ready to retire or maybe you’re already retired, but you’re wondering if your success, strategies, and attitude towards money that got you here is still the best strategy to get you where you want to go in your future distribution years of retirement.

Thing is, there is no such thing as “one size fits all” in retirement planning— every individual situation is uniquely different. That’s why we should schedule a time to chat by clicking the button below:
Hi, thanks for visiting this page to book a time to chat about how we can build an extraordinary ”second-half-life” for you in retirement.

You’re probably here because you’re getting ready to retire or maybe you’re already retired, but you’re wondering if your success, strategies, and attitude towards money that got you here is still the best strategy to get you where you want to go in your future distribution years of retirement.

Thing is, there is no such thing as “one size fits all” in retirement planning— every individual situation is uniquely different. That’s why we should schedule a time to chat by clicking the button below:

And… As Promised, Get TWO Special Bonuses For A Very Limited Time:

BONUS # 1

My unique Simple Retirement Companion Workbook with insightful custom questions, exercises, and worksheets to help you “fill in the blanks” in creating and designing your best “second-half-life”.

BONUS # 2

The three essential retirement forms that 99% of people miss! After twenty years as a retirement strategist and fiduciary advisor, I’ve created these crucial forms for my clients because they were missing from standard estate planning and trust documents. 

WHAT HAPPENS WHEN WE MEET?

I’ll start by asking questions about you— where you currently are and where and where you want to go.

Once I know a little more about you and your goals, I’ll know if I can help you reach them.

If I think I can help, and we both agree we are a “good fit”, we’ll discuss the best way to work together.

If not, in most cases I’ll be able to recommend someone else who is a better fit for you.

Of course, you’ll be able to ask any questions you have as well.

WHAT DOES NOT HAPPEN WHEN WE MEET?

This will NOT be a high-pressure sales pitch designed to “close” you into some thinly-disguised sales process.

It’s a conversation about you, and how I might be able to help you navigate one of the biggest transitions of your life.

If I can help you, fantastic, if not, that’s okay too.

At the end of the call, we’ll either both be excited about working together, or we’ll decide that we aren’t a good fit and leave as friends.

WHAT DOES NOT HAPPEN WHEN WE MEET?

This will NOT be a high-pressure sales pitch designed to “close” you into some thinly-disguised sales process.

It’s a conversation about you, and how I might be able to help you navigate one of the biggest transitions of your life.

If I can help you, fantastic, if not, that’s okay too.

At the end of the call, we’ll either both be excited about working together, or we’ll decide that we aren’t a good fit and leave as friends.

If all of that sounds good and you’d like to chat, then let’s talk.

I’m looking forward to it!

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