After 30 years as a dedicated exec in a local healthcare network, Sarah, 62, wasn’t sure she was ready to leave her work and colleagues behind. Her husband, Stu, however, was eager to retire from a stressful IT job and spend more time traveling together.
Challenge
Caught between her professional commitment and the desire to fulfill her husband’s dream, Sarah felt overwhelmed. She wasn’t sure if they had saved enough and was anxious about leaving behind a steady paycheck.
The Solution
As their Chief Retirement Officer, we started by focusing on their shared vision and purpose for retirement. Through in-depth conversations, we clarified what each of them wanted: the confidence that they could enjoy retirement without financial stress.
Behind the scenes, our team carefully analyzed their current financial situation, including taxes, investments, and retirement income sources, and crafted a detailed roadmap tailored to both of their goals.
Our step-by-step approach gave Stu and Sarah a clear path from saving to spending, showing them exactly how much income they could expect and what kind of lifestyle they could have.
The Outcome
With strategies to maximize tax efficiency and provide steady income, we offered Sarah the assurance she needed to plan her exit and say “yes” to their next chapter together.
Today, Sarah has transitioned to part-time as part of her exit plan, and Stu is excitedly planning “bucket list” trips for both of them.
Hypothetical scenario disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.
