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

You Can’t Steer a Parked Car

Are you facing retirement and feeling as if you are frozen in place? You may be about to turn the page but have yet to determine what your next chapter, your 2ND ACT, will be. “First, I am going to rest for a while,” you think, “and play some golf.” But after that,...

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Ready. Set. When? – The Social Security Dilemma

“A financial planner told me I should hold off taking Social Security until age 66. She also said it would be better to wait until age 70 because of the higher income. That’s crazy! I’m going to start taking my retirement income as soon as I can. Right?” This is one...

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Gratitude: The Route to Thanksgivings, Joy and Blessings

“Gratitude can transform common days into thanksgivings, turn routine jobs into joy, and change ordinary opportunities into blessings.”                                                                                                                                    ...

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


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