Our Approach

Help in Navigating Life’s Most Important Transitions

As we go through life, we go through many transitions. In our youth, we went through adolescence. We separated from the pack, identified our calling in life, secured the education that we needed, and went to work. Now as we reach our 50s and 60s, the final chapters of our lives begin to come into view. We want to assess our situation, talk with our spouse or partner to clarify how we would like that to unfold, and make adjustments to our daily routines.

As a designer, I wonder how we can understand what is going on in our rapidly changing world, and our own situations, to do the best we can for our families and ourselves. I have come to think about this as designing an entry strategy for our children and an exit strategy for us.

The Entry Strategy

An entry strategy refers to preparing our kids to enter into the world of work and career on their own; learning how to provide for themselves and take care, and ideally to live a prosperous, joy-filled life, able to deal with life’s challenges and make the most of the opportunities that show up. Parents of teenagers will want to help them through this difficult stage. I’m working through this now as parent of a 17 year old and 24 year old.

The Exit Strategy

An exit strategy refers to preparing ourselves for the time that we will have when we are no longer working to produce income. At some point, we will stop working, whether we intend to or not. What will we have to work with? How can we make it last? How can we continue to help others in ways that bring us joy and satisfaction? Now is the time for Baby Boomers to put attention here. My wife and I are Boomers, so this is my second focus.

How I Can Help

The big picture is easy to understand. It is when we get into some of the details that it can get more complicated. Are we able to have these conversations of design on our own, or would it be helpful to have someone facilitate them with us?

My specialty is helping you to reflect on, contemplate and navigate these major, vital transitions. Communication is key. Answers emerge. The path becomes clearer. Stress levels go down.

Then, as a financial expert, I help you to understand the different strategies that you can pursue, encourage you to seek help in specific areas as needed from other specialists, and explain in simple terms, the nature of various investments you might consider to help improve your situation. I prefer to educate people on the pros and cons of the various types of insurances, annuities, stocks and bonds versus mutual funds and exchange-traded funds, rather than profit from selling anything in particular. As a Registered Investment Advisor, I am also able to take care of the mechanics of buying and selling investments, and monitoring their performance for my clients. But I do not sell insurance, or annuities, or any particular funds or products. Find out more about What We Do.

Your Next Step to Success

If you have questions about particular investments, about a strategy you have been considering, or if you would like to check to see if there’s anything you have overlooked as you plan for your retirement, or as you guide your children through their adolescence and advanced education, I welcome the opportunity to talk with you. One phone call, on me, might be all it takes. It will be my pleasure.

If there are complexities, a special situation, or any other reason you would like to talk some more, we can do so on an hourly basis. If you would like a comprehensive financial plan, or help in assessing or managing your investments, we can talk about that as well. Email or call me to set up a phone consultation or meet for coffee. Contact us today to get started.