Over the years, we’ve seen everything. You’re in good company whether you have highly-detailed plans, simple vision boards that highlight your ideal life, or even just a few ideas rolling around in your head about what retirement could look like.
That’s because while people focus on growing their assets throughout their careers, they don’t actually put a whole lot of thought into retirement at all. Far too often, people think about retirement planning as something they’ll do down the road. However, because the options are overwhelming and endless, “We’ll tackle it in six months,” gets pushed later and later. Then, as people begin to approach retirement — 2, 3, or 5 years out — they come to us stressed about what they’ll need to retire and whether or not they can actually afford their
We want to change all that, so we’re setting out to demystify the confusion around retirement, what it means, and how to make the most of it. We’re committed to helping people make sense of conflicting information, simplifying the myriad life-changing decisions, and empowering people to evaluate their dreams and finances.