When someone retires they can enter a celebratory freefall: sleeping in, tossing the calendar, traveling and more. But here’s the catch: the Honeymoon Phase, as it’s often called, can mask a deeper reality that hasn't been reckoned with yet. And when the...

For many, retirement planning starts in a financial advisor’s office and building a strong financial foundation. Others begin with a more personal question: Who will I be without my work? or What do I actually want from this chapter? Both explorations matter...

We often imagine that retirement will deliver the balance we’ve been craving with more time, fewer obligations, and the freedom to finally do the things we love. But the truth? Balance doesn’t just appear when…

It used to be easy. We had neighbors, classmates, teammates and connection baked into life. Later, our careers did the work: hallway chats, shared goals, people we’d see daily. But as we move into and through retirement, many of those…

In working with clients navigating the shift into retirement, two themes consistently rise to the surface: purpose and possibility. These aren’t abstract ideals, they’re the bedrock. Two essential forces that help shift retirement from…

In most careers, we’re rewarded for being strategic, composed, and efficient. Feelings? Often viewed as distractions.But in retirement, that script no longer serves. In fact, it can keep us from finding the clarity and ownership this chapter invites…

When we’re young, fun is effortless. It finds us—on playgrounds, in games, in laughter that comes easily and often. We don’t have to plan for it; we’re open to it. But as we move through life, things shift. Responsibilities grow…

You meet someone new. The conversation flows. Then comes that familiar question: “So… what do you do?” For many of my clients in retirement, this is where things get awkward. Saying “I’m retired” often feels like a full stop…

What if the secret to a fulfilling retirement isn’t about doing more but doing less, with greater purpose? At a time when the structure of career life falls away, clarity becomes your greatest ally…

As we look to retirement, we hear a lot about planning for the future. And yes, having a roadmap matters. But here’s the tension: in our effort to be future-ready, we can lose touch with what’s right in front of us…

A client shared - “I feel incredibly lucky in my retirement—my health is good, my finances are solid, and I have strong relationships. I know others are really struggling… and here I am, feeling a little lost...”

Structured freedom is less about rules and more about guardrails. It’s a way of designing your days with intention. It's choosing how you want to spend your time rather than reacting…