If you are still working, and starting to think about what YOUR retirement will look like beyond the financial piece, you have begun the ‘pivot and retire’ process. The earlier you plan and the more preparation that you do, the more successful and enjoyable your retirement life will be.

We will work together to create a sequential, easy-to-follow checklist that will ensure that you do not miss any of the personal and professional steps that you need to take, in order to successfully pivot from your decision to retire, to your new retirement life. You will achieve your desired results working with a professional who is meticulous, who possesses tremendous attention to detail, and who has gone through the ‘pivot and retire’ experience.