If you’re a couple in your 50s or early 60s, or a woman in a major life transition, you might be wondering whether you’re really on track, how to turn savings into reliable income, and how to support kids or aging parents without sacrificing your own security. You want to know that your hard work will actually translate into choices—when to slow down, how much you can spend, and what kind of retirement lifestyle you can truly afford. Working with me means having a clear, written plan that answers questions like “When can we step back from work?”, “How much can we safely spend?”, and “What trade-offs are we making with taxes, healthcare, and legacy?” I help you simplify scattered accounts, optimize investments and taxes, and design a retirement income strategy so you can confidently decide what’s next—whether that’s early financial independence, a sabbatical, a career pivot, or a slower, more spacious retirement. I also walk this path myself. I reached financial freedom in 2021 and chose to “retire” from private equity and corporate finance to build an intentionally fee-only practice focused on using money as a tool for a more fulfilling life. Because I’ve done this, I’m passionate about helping you buy back your time, align your money with your values, and live a life that feels like your own—rich in time, relationships, and meaning, not just in numbers.