Enjoy The Journey

We have been helping women successfully plan and implement their retirement strategies for decades. What our experience has taught us is that when it is time to plan and take that big step to retirement, there are some things that are unique to women. The experience of our women wealth managers has made us keenly aware of this. We want to share our years of experience to help you avoid the pitfalls and implement the retirement of your dreams.

If you are a woman that is planning to retire in the next 5 years, or who has already retired, this book is for you. We will share common mistakes we see when planning and implementing retirement for our clients. There will likely be problems and potential pitfalls to avoid that you have never considered. This book will share the experience of our women wealth managers, plus the stories and insights of many of our women clients (with their permission). You will get the benefit of all the knowledge and wisdom passed on from these successful women.

When you think of your retirement, what things come to mind?

Spending more time with family, traveling to bucket list locations, enjoying your hobbies you have wanted to do for years?

Maybe it is all the above. We want the thought of retirement to bring you joy and pleasure from all the amazing possibilities of things you plan to do, during the remainder of your life.

This book is specifically written for women who are planning to retire in the next few years and for women who are already in retirement. We want to help guide you through the process of preparing and implementing your retirement so you can achieve your goals and dreams. We want you to live a fulfilling and enjoyable life in retirement.