WHAT TO EXPECT

Our process starts with a free 15-20 minute Zoom or phone call to discover if we are a good fit. You will not be listening to a 15 minute sales pitch from me. This call is to explore your goals, struggles, fears, concerns and dreams. 

Next, you will complete 2 simple questionnaires - the Transition Wheel and How Can We Help You. The purpose of these is to provide information to both of us regarding areas where we should focus our discussions. If you and a spouse/partner will be working on your retirement plan together, you should both fill out both forms.  

Next, I'll develop your plan of action. Plan to spend up to 4 sessions together, along with side work between sessions. To accomplish your goals we will commit to our plan.  At the end of this time your new self-awareness will enable you to implement your discoveries, life desires, and sense of purpose in your next chapter.  

If you and your spouse/partner are both meeting with me, expect that we will address your "together and individual" desires. The importance of this will benefit you both.