Today we’re going to talk about How To Be More Intentional With Your Financial Decisions.  One of the things that I want to point out is that if you’re in a cash-flow situation that’s not great, often times we get so bogged down with trying to dig ourselves out of that cash-flow position, and we get trapped there. It might trap us into a job or a work situation, or maybe it’s a housing situation if your house is upside down on your mortgage, you don’t have a lot of flexibility with that. As you start to work your way out of that cash-flow situation, hopefully that’s going to start to open up some possibilities. One of the possibilities  that we talk about here is enjoying the journey along the way.

What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

Tracking #1-572051

Share This