Invitation to Breathe
Retirement isn’t just about the numbers.
It’s about knowing you’re going to be okay — financially, emotionally, and in how you spend your days.
You’ve worked hard and saved wisely. But as retirement gets closer, the questions get louder:
- Am I truly ready to stop working?
- How do I know my money will last?
- What will I do with my time — and will it feel meaningful?
You’re not alone — and you don’t have to figure it all out by yourself.
And the truth? You’ve worked too hard to spend these years worried.
What We’ll Do Together
Your Money, Your Life, Your Plan
I'll guide you through the financial and emotional transition into retirement.
Yes, I manage investments, taxes, Social Security, Medicare, and all the moving pieces of your retirement plan. But I also help you uncover the life you want to live in this new season — your “Season of You.”
Together, we’ll align your money with what matters most, so you can live intentionally, joyfully, and without financial fear.
Here’s what that includes
Retirement planning & wealth management
Investment management
Social Security & Medicare guidance
Tax planning & preparation
Insurance review & estate planning guidance
Purpose-focused retirement workshops
Aligning your money with what gives you joy and meaning
My Approach
No Jargon. No Judgment. Just Real Advice.
I’m not here to overwhelm you with spreadsheets or talk over you with jargon.
This is a partnership. I’ll meet you where you are — whether you’re a few years from retirement or already living it — and walk with you every step of the way.
You’ll get judgment-free guidance, plain-English explanations, and someone who understands that retirement isn’t only about dollars — it’s about life.
I’ll be there for both the everyday questions (411) and the “drop everything” moments (911), with clear actionable guidance without jargon.
Client Transformation
From “Do I have enough?” to “I’m so glad I did this.”
Before working together, my clients often feel:
- Unsure when to retire or if you can afford it
- Overwhelmed by decisions and “what ifs”
- Afraid of running out of money or making a big mistake
After working together, they feel:
- Confident in their plan and their future.
- Relieved and supported by a trusted advisor who knows your story
- Excited for their “Season of You” — a retirement that’s secure, joyful, and on purpose
How We Work Together
- Schedule Your Learn More Call – A 15-minute conversation to see if we’re the right fit.
- Discovery Meeting -- A 60-minute call about your top three questions.
- Get Your Retirement Assessment – A high-level snapshot of your financial picture and next steps.
- Build Your Complete Plan – In our first six months, we’ll put everything in place.
- Ongoing Partnership – I’ll monitor your plan, manage your investments, and be there whenever questions or changes arise.
Workshop Invitation
Retirement Refocus: Find Purpose Beyond the Numbers
A small-group workshop designed to help you create a vision for retirement beyond the numbers. Available for private groups of 4–8 friends.
About Erin
I’ve been in this field for 20 years, but my passion for this work comes from a deeply personal place.
I believe financial advice should be human-first. My own family’s experience showed me that people don’t just need numbers — they need someone who listens, understands, and walks with them every step of the way.
That’s the kind of advisor I strive to be.
