As a financial planner, I work with my clients to establish a clear vision for their ideal future, then leverage all their available resources to bring that dream to fruition. I derive immense satisfaction from seeing my clients experience the peace of mind that comes with financial security and the joy that flows from living in accordance with their most deeply held values and aspirations. They say those who choose a career they love will never have to work another day in their lives, and this has certainly been true for me. I believe thoughtful planning has life-changing potential, and I feel incredibly fortunate to have the opportunity to guide my clients on this journey.
7 Things Successful Retirees Have in Common: Purpose.
In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or