Retire Your Way

Defining your retirement means more than structuring your financial future; it’s an extension of your story. Alongside your financial planner, we will assess the heart of the matter, how you see the rich remainder of your journey unfolding. By helping define your continued story, we will give voice to the more emotional aspects of the journey, and understand how your physical, social, and personal needs correlate with your financial planning.   

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Our work includes six two-hour sessions, containing: (4) Core Sessions and (2) Elective Sessions

Core Sessions:                                                                                          

·       A Starting Place                                                                       

·       Where Do You Want To Go?                                                         

·       Defining The Journey                       

·       Arriving At Your Destination

Electives

·       Accompanied Visit To Your Financial Planner

·       Introduction To Retirement Resources

·       Optional Focus (as defined by your needs)