Clarity Starts With a Conversation
A thoughtful first step for people who want clarity before making complex financial decisions.
If you are preparing for retirement in your 50s and 60s, this is a chance to step back, ask better questions, and see what thoughtful planning feels like.
This Conversation Is Most Helpful If You…
Built meaningful savings
And want clarity before making your next move
Decisions feel heavier now
The stakes are higher than they used to be
Navigating complexity
Around taxes, investments, healthcare, or timing decisions
Avoiding unforced mistakes
Before small choices become costly ones
Value fiduciary guidance
That is thoughtful, personal, and pressure-free
What the Process Feels Like
Step 1
Get to Know Each Other
This starts with a conversation to see if working together makes sense.
The goal is to understand you, your situation, and what you are really looking for as your finances become more complex. We talk through what’s on your mind, where things feel unclear, and what decisions are coming up.
I also share how I work with clients and what you can expect if we decide to move forward. You should leave the conversation with a better sense of whether this feels like the right fit.
Step 2
Bring Things Together
If we decide to move forward, this is where things start to come together.
We take everything that’s been living in separate buckets and look at it as one picture. Your investments, taxes, income decisions, timing, and goals are all connected, and it’s important they work together instead of against each other.
By the end of this phase, you should feel more organized, more informed, and clearer about the direction you’re heading.
Step 3
Stay Connected Over Time
Your life won’t stay the same, and neither will the decisions you’re facing.
As things change, whether it’s your career, your family, the markets, or the rules around taxes and retirement, we stay engaged so you don’t have to navigate those moments on your own.
The goal is for you to feel supported over time, not overwhelmed, and confident that someone is paying attention so you can focus on living your life.
Clarity starts with a conversation
Before we schedule time together, I want to understand a bit about you, the decisions you’re facing, and what you’re hoping to accomplish.
This short survey helps ensure our conversation is focused, thoughtful, and genuinely useful for you.
There’s no obligation and no pressure. This simply helps us have a better conversation.