Pre-Retirees
Paula is a successful attorney nearing retirement, a mother of two, a daughter supporting aging parents, and a partner managing household finances.
Her plate is full, and although she’s saved well, she’s not sure if it’s enough. Questions about taxes, healthcare, legacy planning, and retirement income keep piling up. She wants to retire comfortably, support her children’s milestones, and care for her parents with dignity. What she doesn’t want is to feel overwhelmed by complexity or uncertain about the future.
We work with pre-retirees like Paula to create a clear, values-driven roadmap for the years ahead. Our approach is proactive, compassionate, and tailored because your financial plan should support your life, not complicate it.
What we do for Paula
- Craft a holistic investment strategy for retirement income, tax efficiency, and estate goals
- Evaluate Roth conversions and optimize asset location
- Coordinate 401(k) and IRA investments across her household
- Support long-term care and insurance planning
- Align gifting, inheritance, and education funding with her values
- Help her feel prepared, whether that means downsizing or starting something new
With a dedicated team and a strategy built around her goals, Paula can move forward with clarity and peace of mind, ready to enjoy her next chapter without fear of losing ground.