Pre-Retirees
No one wants to work forever. But as you look towards that next chapter in your life, there are natural questions and feelings you may have. When can I retire? Can I afford to retire? Will I run out of money? Can I travel and do the things I want to do in retirement? These are all questions that I will help you be prepared for before you reach that point in your life. So that when you do make that decision, you will make it with confidence and security.
Retirees
So, you have taken the plunge. After years and years of hard work, dedication, and sacrifice, you are ready to enter the next chapter in your life. With that comes many financial questions. How do I make sure my money outlives me, not the other way around? Where does my income come from? How much can I take out of my accounts each month? How can I maximize what I leave behind for my loved ones? I can help you answer all these questions and make the sound decisions necessary for you to live the retirement you always have dreamed of.
Women in Transition
Life can be unpredictable. Having someone there to listen, understand, and advise is vital. Whether you have experienced the loss of a spouse, an inheritance, a divorce, or another life event, I am there to provide you with peace of mind. I will help you identify your financial needs and make decisions objectively, with clarity and insight.
