The goal of our discussions is to facilitate and empower you to create a no-regrets, successful retirement.  

Retirement will mean something unique to you and you don't need to fit into societal, friends, or family definitions of how you should enjoy this exciting next chapter in your wonderful life.  We will explore various ways to provide a fulfilling life and to spend your time in meaningful ways.

Complete the attached at your convenience, before our first session.  If you and a spouse/partner will be working on your retirement plan together, you should both fill out all 3 forms.  

I look forward to assisting you and hopefully giving you ah ha moments, a new perspective, and excitement in areas of your life where you may currently have trepidation!