Imagine it's Sunday evening. You and your spouse are still smiling about the weekend behind you. You headed up to the mountains Friday after work, just the two of you. Saturday morning, out on the water while the lake was still glass. A beautiful hike, ending in a gorgeous view. A bottle of wine by the fire once the sun went down. Sunday, one more hike together before heading home.
You spent the whole weekend doing what you love, with the person you love most.
Then the sigh comes. Monday's coming. Three meetings before noon. Rush hour traffic. You're ready to be done.
You're ready to Own Your Monday.
Plan with purpose. Prosper with peace of mind.
I help professionals 55 and older leave the corporate grind behind and turn their early retirement goals into reality, through ongoing financial planning, tax strategy, and investment management, all for one flat annual fee.
Schedule a ConversationWhat I Do
Retirement isn't just about having enough saved, it's about knowing how to turn what you've built into a life you're excited to wake up to. That's where I come in.
I help you figure out exactly when you can step away from full time work, and build a real income strategy so your 401(k) and other accounts become a paycheck you can count on, not just a balance you're afraid to touch. Along the way, I handle the tax strategy that keeps more of what's yours, the portfolio decisions that keep your money working, and the ongoing conversations that make sure your plan evolves as your life does.
You bring the vision for your next chapter. I bring the expertise to make it financially sound.
Who I Work With
I work best with people who are:
- Fifty five or older
- Currently working as a W2 employee
- Ready to retire, or seriously considering it
- Sitting on $1.5 million to $5 million in investable assets
- Clear on what they want their retirement to look like
- Tired of the idea of working until 65
- Optimistic and excited about what's ahead
If that sounds like you, we should talk.
Schedule a ConversationHow It Works
1. Schedule a Conversation
We start with a casual, no-commitment conversation. Think of it as a chance for us to get to know each other. I want to understand your goals for retirement, your current financial picture, and whether we're a good fit to work together.
2. The Deep Dive
We'll schedule an in-depth discovery meeting. This is where we dig into the details of your finances, your goals, and what your ideal retirement actually looks like, so the plan we build together is built around your life, not a generic template.
3. The Roadmap
I'll show you the questions I'd dig into for your situation and what the first year would look like. Then you decide. You can sign or take time to think, with no pressure either way.
4. Your Plan, In Motion
Once you've agreed to become a client, we'll kick things off and put the plan in motion. Onboarding typically takes several weeks, and we'll stay in touch throughout. After that, we meet regularly and update your plan as your life changes.
Ready to start owning your Mondays?
Schedule a Conversation