Increasingly, retirement planning is not a binary process where you are working full-time or are done and in transition.  Gone are the days of getting your gold watch and riding off into the sunset.
Today, the act of retiring is a process that evolves over time.

That’s where we, your strategist, come in – we help you ramp down your work in a way that is both financially sound and meets the goals of your long-term plan.
Helping you make sure you are still living a fulfilling life – continuing to work in your field part-time, taking on more consulting type work, or evolving into a new career that may capitalize off an interest or charity work.
We are your strategist that will help you think through that process on all levels and will revisit with you with each turn life may take.

For more information on retirement planning needs, please contact us today.