Retirement Planning & Wealth Management — Tailored to You
You’ve worked hard to build your wealth. Now it’s time to protect it, simplify your finances, and create a plan that allows you to step confidently into the next chapter of your life.
At Purposeful Money, I offer holistic retirement planning and wealth management that goes beyond the numbers — blending financial expertise with life planning so your retirement is secure, intentional, and fulfilling.
Core Services
Retirement Planning & Wealth Management
This is the heart of what I do: helping you navigate the transition into retirement with clarity and peace of mind. Together, we’ll design a plan that covers every angle — from investments to taxes to your vision for the future.
What this includes:
Comprehensive Retirement Planning
We’ll map out your entire retirement picture, from timing your retirement to building a sustainable income plan you can count on.
Investment Management
Aligning your portfolio with your stage of life so you feel secure through every market cycle.
Social Security & Medicare Guidance
Taking the guesswork out of these critical decisions so you maximize your benefits.
Tax Planning & Preparation
Expertly guiding you through the hidden tax traps in retirement. Together we’ll turn surprises into strategies to keep more for yourself and your family and give less to the IRS.
Insurance Review & Estate Planning Guidance
Ensuring you’re protected and that your legacy is passed on with intention.
Life Decisions Support
From buying a second home to helping your kids, you’ll have a trusted partner to weigh the options with you.
Alignment of your Finances
With what brings you joy and meaning.
This isn’t a one-time plan you put on a shelf. It’s an ongoing partnership where I serve as both your personal CFO and your sounding board — making sure your money works for you and your life.
Workshops: Retirement Refocus
Retirement isn’t just a financial event — it’s a personal transformation. Many people spend so much time saving for retirement, they forget to ask: What will I actually do with this time?
That’s where Retirement Refocus comes in.
In these small-group workshops (4–8 people, perfect for a group of friends), we explore:
- Your vision for retirement beyond work
- How to find meaning, joy, and purpose in this new stage
- How to align your financial plan with that vision
It’s a chance to pause, reflect, and design a retirement that’s about more than just “not working” — it’s about creating your Season of You.
How We’ll Work Together
I believe clarity creates confidence. Here’s the path:
01
Learn More Call (15 minutes)
A quick, no-pressure fit check. We’ll see if we’re the right match, and you’ll have the chance to ask anything on your mind before committing further.
Note: I work with clients who meet one of the following: at least $1 million in investable assets, or a $10,000 annual planning minimum. This covers both ongoing planning + investment management.
02
Discovery Meeting (60 minutes)
We’ll focus on your top three questions — the things currently on your radar. Together, we’ll clarify your needs and goals, and talk about next steps.
Before this meeting:
You’ll securely upload your most recent
tax return and
investment statements at least three days prior, so I have an accurate understanding of your situation.
03
Retirement Assessment Review (60 minutes)
If we determine it’s a good fit to work together, we’ll walk through your tailored assessment, including:
- Income planning & Social Security
- Tax-planning opportunities
- Investment alignment & optimization
You’ll also receive a summary of where you stand and next steps—useful even if you choose not to continue. We’ll outline what it looks like to move forward in an ongoing partnership with Purposeful Money.
04
Build Your Complete Plan (first 6 months)
Should you decide to move forward with our services, we’ll then put every piece in place—investments, taxes, cash flow, retirement timelines, and more—so your plan is comprehensive and actionable.

This plan will come together over the course of 6 months.
05
Ongoing Partnership
From there, I’ll monitor your plan, manage investments, and proactively adjust as life (and markets) evolve. Whether it’s a quick
411 (“Can I afford this trip?”) or a
911 moment (“The market dropped—what does this mean for me?”), you’ll always have a trusted first call.
Pricing & Minimums
Our advisory relationship includes ongoing financial planning, retirement planning, and investment management. While we don't have an asset management minimum, we do have a minimum annual fee of $10,000.
Annual Advisory Fee, based on assets under management:
$0 - $1,000,000
1%
$1,000,001 - $2,000,000
0.75%
$2,000,001 - $3,000,000
0.50%
$3,000,001 and Above
0.25%
This helps ensure I can give each client the time, attention, and personalized guidance they deserve.
Why Purposeful Money?
There are plenty of financial advisors out there. But my clients choose to work with me because they want more than numbers — they want a partner. Someone who listens, explains, and helps them feel secure in both the everyday details and the big life transitions.
With 25 years of experience — and a passion for truly listening to the person behind the portfolio — I make sure your retirement plan is one you can trust and one you feel good about.
You’ve worked too hard to spend retirement worrying about money. Let’s make a plan you can trust — so you can focus on living your Season of You with confidence, clarity, and joy.
