Even though you may be young, even though you may love the work you do, at some point you do want to step back, either entirely or partially, from work. It can be a shock when, after decades of income flowing in, it now flows out. Watching your investments decrease in value as you make withdrawals, can be unsettling.

A thorough plan can help you achieve your desired lifestyle in retirement. It provides a roadmap and helps you confidently step into the future. How much can you live on? Will your money run out? Do you plan to downsize and if so, how does that play out?

As a Certified Financial Planner, I can prepare a plan, custom tailored to your needs and situation. Knowing you have a plan in place can provide peace of mind. It reduces the anxiety associated with the uncertainty of the future and allows you to enjoy your retirement years without constant financial worry.