White collar professionals
Sarah was doing quite well over a number of years at Lockheed Martin. Her role was meaningful and gave her great satisfaction, but the long hours and travel impacted her health and took her away from her family.
She wanted to leave, slow down, or perhaps start her own consulting practice or pivot to a new career, but wasn’t sure she could afford it. She valued time with her family, which included the ability to fund amazing vacations and other shared experiences.
We worked together to align her money with her values, which helped her decide to leave her employer and start a consulting practice. Fast forward several years, and she was hired full-time by one of her consulting clients. Now we are revisiting her financial plan to help her decide when she can retire.
We are guiding Sarah in a changing landscape as her focus and priorities evolve and change.
Retiring comfortably
Jennifer & Steve had lived within their means for years. Their frugality and the fact that they both had pensions meant that they could retire and live comfortably. They are, literally, the millionaire next door. Steve was retired when we met him and he wanted his wife to retire as well. Jennifer grew up financially insecure and was too anxious to retire. She was a teacher, and despite having more than enough money in the bank, she worried about retiring and living on a very tight budget or running out of money. Working together, Jennifer began to understand her financial resources' strength and find the emotional ability to retire. Understanding her money story was key to helping her feel safe and secure.
Widows and Singles in Retirement
Jeanette and Glenn had been married for over 40 years and had been retired for 7. Glenn handled the finances and felt like they were in good shape but he was getting tired of managing things himself and staying on top of everything. He also felt like the day would come that he would either not be able to manage them well enough or would pass before Jeanette did so they chose to build a relationship with a trusted advisor who could take the load off of Glenn so he could more fully enjoy retirement.
After several years, Glenn became ill and passed away. While Glenn was sick, he was relieved to know there was a plan in place to replace his income and that Jeanette had someone other than the family she felt comfortable with to walk alongside her as she grieved and navigated the financial transition.
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Contact us to start building a financial plan that fits your current life stage.
