Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CFP® explains a few smart moves you can make now, to set yourself up to really enjoy your retirement....
The first thing we need to do is get to know you so we can understand your dreams and what you are afraid of when it comes to money. Once we know you, we can help build a plan that is customized just for you.
Our job is to help you achieve your goals. To that end, our team is dedicated to supporting you all the way through your financial planning journey. We want to get to know you and invite you to get to know us better too!
Good decision making around money isn’t something you just learn in a class. It is more akin to learning a sport than learning geometry. Financial literacy takes a lot of practice and repetition. We have some easy ideas about where to start.