Ongoing Advisory Support

I provide ongoing guidance and support as your needs evolve, whether through regular check-ins as part of a Comprehensive Retirement Plan or through ad hoc hourly consultations. Your retirement journey is unique and likely will need to adapt due to both planned transitions and unexpected changes.

Retirement Support & Guidance may include:

Conduct regular reviews

and updates of your retirement strategy to ensure it remains aligned with your changing needs and market conditions

Provide compassionate, practical guidance during major life transitions

including helping surviving spouses navigate financial decisions and supporting clients through divorce with clear financial direction

Share timely educational resources and insights

to help you stay informed about retirement planning topics that impact your financial wellbeing

Offer flexible consultation options

to address questions and concerns as they arise, ensuring you have professional support when making important financial decisions