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Financial Peace and Meaning in Tandem



Have you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck?


Have you transitioned to retirement but feel anxious that you have not saved enough — wonder if you will outlive your resources or if your resources will outlive you?


Do you feel like you have to “monitor” your investments constantly to protect what you worked so hard to accumulate?


Is your retirement reality equal to your retirement dreams?


Do you find the things you thought would make you happy in retirement are coming up short?


Many people transition to retirement and trade the stress of monitoring email and meeting schedules for the stress of trying to control the uncontrollable (for example the markets, economy, and politics). They go from feeling a sense of accomplishment and achievement to a loss of identity.


If any of this sounds a little like you, you are not alone.


I believe life is a journey to uncover our “true calling” — not necessarily the persona and uniform we wore in Act One. But what we were uniquely created for. I also believe that through a process of discovery, spiritual renewal, and strategic personal and financial planning, you can make the second half of your life the best half. That Financial Peace and Meaning truly can grow together.


And the good news is, it’s a lot simpler than you might think. It is certainly a lot simpler than my profession of Financial Planning may lead you to believe.


I hope you’ll check out The Money and Meaning Journey and let it be a guide on your journey – wherever you are today.



See important disclosures: bit.ly/3MbScI5

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