MY PROCESS:
Once we decide to work together I will take you through our Seven Pillar Process– This process happens at your pace on your schedule. We will chip away at this gradually until we have covered all of the essential areas to ensure you have a complete game plan. All of these steps together are used to form your comprehensive RETIREMENT INCOME GAME PLAN.
As you transition to retirement, you will be making some of the most important financial decisions of your life. You need to get these decisions right as any mistakes you make now may not manifest until you are way too old to do anything about it. As you prepare to retire, there is a lot of research to do. You may not have everything in place, but you know that you need to do something. I have a checklist that may help.
Download The 15 Things That You Must Do Before You Even Think About Retiring.
MILESTONE PLANNING
Smarter Taxes Through Every Phase of Retirement
Your income—and your tax bracket—won’t stay the same throughout retirement. From your working years to RMDs and beyond, key milestones can trigger big financial shifts.
Through Milestone Planning, I create customized strategies based on where you are in retirement and what’s coming next. This helps us time decisions like Social Security and Roth conversions to reduce your lifetime tax burden—leaving more wealth for you and your heirs.
