Retirement Planning

Have I saved enough to actually stop working, and how do I turn that into a plan for the rest of my life?

What to Expect

As you get closer to retirement, financial planning begins to look different.

You’ve spent decades working, saving, and building wealth. Now, the focus starts to shift from simply accumulating more to understanding how everything you’ve built can support the life you want to live.

For those within five to ten years of retirement, we help bring the different pieces of your financial life together into one clear plan. We look at where you are today, where you want to go, and the decisions that need to happen along the way. Rather than looking at each decision in isolation, our goal is to help you understand how they work together and give you a roadmap you can continue to adjust as life changes.

❋ Intentional Structure

We blend guided moments, open exploration, and space to reflect—so the experience feels both focused and fluid.

❋ Collaborative Energy

Connection is a core part of the process. You’ll learn just as much from the group as from the content itself.

❋ Expert Facilitation

Led by experienced guides who know how to hold space, encourage participation, and keep things moving with purpose.

❋ A Supportive Space

Our events prioritize comfort, safety, and respect—so you can show up as you are and fully engage in the process.

How It Works

  • One of the biggest changes in retirement is going from receiving a regular paycheck to creating one from the assets you’ve spent decades building.

    We build a retirement income plan (we call this a Five-Year Income Plan) that maps out where your income will come from and when you’ll need it. that coordinates Social Security, pensions, retirement accounts, and other income sources.

    This gives each dollar a timeline, and that timeline helps determine how it should be invested. Money you’ll need sooner may be positioned differently than money you won’t need for many years, allowing us to balance near-term income needs with long-term growth.

    Instead of simply withdrawing from your investments as expenses arise, we create a plan for how your portfolio will help fund your retirement paycheck over the next five years—and continue updating that plan as you move through retirement.

  • Sign up and pay all required fees to reserve your spot. If plans change, you can cancel up to 14 days before the retreat start to receive a 50% refund.

  • After booking, we'll send you a Welcome Packet with everything you need to know—detailed schedules, packing list recommendations, add-ons to consider, and more.

  • We'd recommend booking your transportation to and from the event as soon as possible, to ensure you can arrive without any complications or delays.

  • Now all that's left to do is pack your bags and get excited for your new adventure.