You help your clients plan the financial side of retirement. I help them build the life side. Together, we offer something genuinely complete. I partner with financial advisors and CPAs through The Next Edit webinar series — a structured educational program you can offer to clients who are financially ready but emotionally unprepared for what's ahead. It's a value-add that deepens your client relationships and addresses the questions you may not be equipped to answer.

Absolutely. Referrals are welcome and I treat them with care. If you have a client who is struggling with the identity or purpose dimensions of retirement — or a couple navigating the transition together — I'm happy to schedule a complimentary consultation and take it from there. I'll keep you informed as appropriate and with the client's consent.

Yes. The Next Edit webinar series can be delivered to a group of your clients as a standalone educational event or as part of a broader client appreciation program. It's particularly effective for clients in the 3-5 year pre-retirement window. Reach out to discuss format, pricing, and scheduling.