A personalized retirement service for those wanting to thrive in their golden years. Whether you are just starting to plan for retirement or you are on the cusp of retirement, this service is designed to help you create a retirement roadmap that will empower you to achieve your unique vision and goals in retirement. Including guidance and support on how to successfully implement your roadmap, in a way that works best for you.
This services offers a unique combination of consulting and coaching support, as well as personalized recommendations and tools to guide you on your unique journey to retirement
Holistic & full-life approach to retirement planning
Written Retirement Roadmap with personalize action plan
Implementation support as you begin to take powerful action
Retirement mindset coaching to breakthrough roadblocks holding you back
Safe, supportive and fun space working with experienced professional
Lisa helped me transition to retirement; her approach to my goals and needs really helped me embrace this new chapter in my life deeper. Her ability to help me forecast my resources is such a weight off my shoulders, knowing I have all I need!