Why I love what I do

I love what happens when people shift their mindset from investing in a portfolio to investing in what they love.

So much of retirement is a guessing game, but that doesn’t mean no one knows what’s going on. There’s definitely a place for a historical data, equations, algorithms, and spreadsheets—as long as they support your life and goals, and not the other way around. 

The best retirement strategies are grounded in what’s important in your life right now and in the future. They take into consideration if you want to launch a new career in retirement, if you want to sell your house and travel the world, and if the job that's filling your 401k is draining the life out of you. When done well, financial planning isn’t boring or constricting; it’s one of the best tools for building your best life.

It’s what I call Agile Retirement Management®. And it changes everything.