“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley
“The constant happiness is curiosity.” — Alice Munro

Retirement isn’t just about financial readiness, although financial security is important. Retirement is about crafting a life full of exploration, new experiences, and quality time spent with yourself, your family, and friends.

Our Retirement Lifestyle Planning Service is designed to help you envision what you want your future to look, feel, and sound like. What threads of your current life do you want to pull forward, what will be snipped, and what will be left dangling?

We will work with you and your family to design a lifestyle that meets your current needs and expectations while providing a road map to your future. We would also welcome the opportunity to collaborate with forward-thinking organizations interested in supporting their employees who are nearing retirement with guidance or interactive lunch-and-learn sessions.

Our Vision

To be the trusted and recognized resource for retirement and aging-in-place planning, offering the latest insights to help individuals create a fulfilling and purposeful retirement lifestyle.

Our Mission

As consultants, we aim to empower retirees, seniors, those planning for retirement, their families, and forward-thinking organizations that support their future retirees. We provide up-to-date, relevant information to help craft lives of purpose, joy, and fulfillment, tailored to their unique interests, values, and aspirations.