Finanical Advisors & CPA's
You 've done your job. Their portfolio is ready ....but are they? 
 

​Your clients spend years preparing the financial side of retirement - and almost no time preparing for the life that comes after.  Identity, purpose, structure, relationships: these are the things that determine whether retirement actually feels successful.   And increasingly, they are asking you about it.  

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That is where I come in.

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Three Ways to work together:

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1.  The Reimagine Retirement Webinar Series

 A quarterly, virtual webinar series on the non-financial side of retirement.   

Each 60-minute session is practical, interactive and build around challenges your clients are actually navigating.     ​

 You choose from 5 topics, gather your clients and I do the rest.  

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 Topics Include:  ​

• Couples and Retirement: Retiring together without driving each other crazy.

• Rebranding Retirement: The hidden challenges and myths of retirement.

• Burned out or Ready to Retire: Understanding when it's really time to go.

• The Importance of Build Structure: Finding a new rhythm that works

• Building the "new you"  - Losing your title and finding the next you.

2.  Your Next Edit" - Bulk Books for Your Clients​

 Gift your clients a resource that supports the non-financial side of retirement.  

 "Your Next Edit" is a practical self-guided coaching journey that helps high achieving professionals design their next chapter intentionally.  Perfect for clients approaching retirement, or those who recently stepped away or are feeling stuck about what comes next.  

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3.  Advisor Training - How to have the "life planning" conversation ​

You and your team are already sitting with clients who hare navigating this difficult transition.  Learn how to go deeper when the questions about the life-side of retirement come up. 

I offer training for advisory teams on how to open up this difficult conversation - what to listen for, what to ask and when to refer.  When you and your team can have these conversations with confidence, clients feel more supported

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Why this matter for your practice​

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• Deepens client relationships beyond the financial plan

• Positions you and your firm as a full service partner

• Differentiates your practice in a crowded market

• Gives clients a reason to stay, refer and engage

• Equips your team to have conversations that build real trust.