Getting prepared for retirement is more than just wondering if you have saved enough money. A new adventurous life is awaiting you. Think of us as your retirement consultants. We will provide guidance on your financial resources as well as give you insights on how to create a new retired life, one that fulfills your passions. And as you live that life, we can assist you in preserving your stories, memories and values for future generations.

Let’s get started, this will be fun.

financial education for retirement

Financial Education

You may not be able to eliminate all the financial worries of retirement but you can free yourself from constant fear and anxiety by having a clearer understanding of your income needs and taking an inventory of all your resources. Minimizing financial angst can enable you to experience a more fulfilling life in retirement.  Learn more here…

retirement coaching

Lifestyle Coaching

You’re retired, now what? How will you fill your days? How will you stay connected? You’ve built a life of experiences, skills, interests and abilities that you can now leverage to create a rewarding, full retirement.  Get ready to begin your 2nd Act.  Click here to find out how…

legacy story legacy narrative

Legacy Narrative

It’s been said that the world is shaped by two things — stories told and the memories they leave behind. Everyone has a story, including you. Telling your story and having it written down can be a rewarding, eye opening experience.  Articulate your values, share your experiences, or set the record straight–and have a precious legacy to hand down to the people you love.  Your Story Begins Here…

“Retirement only means that it is time for a new adventure.”

— Anonymous

Own Your Story – You are Enough!

“Owning our story can be hard but not nearly as difficult as spending our lives running from it. Embracing our vulnerabilities is risky but not nearly as dangerous as giving up on love and belonging and joy—the experiences that make us the most vulnerable. Only when...

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Boomers Make School Cool

“You must be prepared to hear, ‘How old will you be when you finish?’ a number of times. I learned to answer this one with a quip, ‘The same age I’ll be if I don’t finish!’”

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Journaling: The Four-Lane Highway to Self-Expression

“Some people have everything, and other people don't. But everything don’t mean a thing if it ain’t the thing you want. Express Yourself!” —Lyrics to the Song Express Yourself! by Charles Wright and the 103rd Street Rhythm Band Journaling is the deliberate process of...

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9901 Brodie Lane
Suite 160, PMB 258
Austin, TX  78748


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