Events

Retirement Beyond Financials Webinar

Retirement Beyond Financials

As a valued client, I’m continuously seeking ways to support you and your vision for the future.  In our work together, you recognize the criticality of having your financial house in order, so your golden years are just that.   For those of you looking at or currently living in your retirement years, other factors beyond finances also need attention. If we only look at our financial health, we overlook other important aspects of ourselves, such as our social, mental, physical, and emotional health. Yet all this needs consideration to ensure the years ahead are meaningful and fulfilling.