Who are you? What have you done? What would like to do going forward?

What are your values and passions?

What are your goals, dreams, and aspirations for your Next Stage in life?

How can we align your meaningful goals with your values and passions?

Mike will coach you through the different aspects of retirement and the options that you have- this will include time for questions and conversations

We’ll touch on Lifestyle, Financial Goals, Physical Health/Longterm care, Social and Emotional support, and Your Legacy!

Using what we’ve discussed, you’ll have time to build your game plan for retirement with Mike’s guidance.