Most people don’t know – and it stresses them out.

The question is: what are you going to do about Retirement now?

Most people answer that question in one of two ways:

  • say they’re “too busy with everything, I’ll get to it soon . . . “
  • think they’re being smart and and hire a “financial advisor” or “wealth manager”

There are BIG problems with either approach.

Those who say they’re “too busy” are likely not saving enough and are investing in the wrong things (and will end up with less at retirement . . . ).

Those who hire an “advisor” (at least an AUM-based advisor, or worse a commission-based “advisor”) are over-paying (and will end up with less at retirement . . . ).

There’s a Third Way though – a way that allows you to understand what you need to do and how to get fairly-priced expert help when you need it.

Fact is – especially if you’re in your 40s or older – you need to have a sufficient understanding of the issues involved in retirement saving, investing and planning.

Also: who you ask for help matters. Everyone in the retirement-planning space has an agenda – discerning and understanding their agenda is critical.

My agenda? I’m a financial coach focused on growing my clients’ understanding and wealth. I only get paid when I coach you through the mindset and habit challenges that come with money – no affiliate links, no referral bonuses, no hidden commissions.

Those who choose my Third Way Retirement framework:

  1. learn what they need to know (with no fluff)
  2. have confidence in their plan (so they can enjoy life now)
  3. know when and how to hire experts when they need them (so they’ve got all the bases covered)

I am committed to helping people in midlife to take charge of their finances – especially retirement – and save more, invest better and live confidently.

If you want to learn more, send me a note.