Little Conversations Can Help Create a Great Retirement

Financial Planning | Investment Management

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What's holding you back from your ideal retirement?

Chances are, it's the rigid rules of traditional retirement advice.

Conventional retirement planning tells us we should save our best lives until retirement, and it also assumes that our lives, goals, needs, dreams, and finances won't change.

This is completely unfair.

Our Agile Retirement Management™️ process helps set a roadmap to your ideal retirement based on the life you care about and the most likely obstacles that stand in your way. This proprietary process sets us—and you—apart, and it makes you better prepared for what may come, whatever and whenever it does.


 Is Agile Retirement
Management™️  for you?

While we think everyone can benefit from our process, we find our one-on-one partnerships best benefit clients who are within 15 years of retiring and have assets over $1M, especially when:
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If this isn't you—yet—we’re still here to support you along your financial journey.

Listen to the podcast, get your copy of Rock Retirement, download our free worksheets, and stay tuned—we're always thinking of new ways to help you live well and retire better.

 Do-It-Yourself Retirement
doesn’t have to mean doing it BY yourself.

Join The #1 Online Community for Rocking Retirement

World-class education. Empowering tools and resources. Support from others on the journey.


Our Agile Retirement Management™️ process treats your life and money with equal respect, so you can make the most of both.


Live with intention. Plan with purpose.

Our Retirement Standard of Care is decades and thousands of clients in the making, and it's designed to thoughtfully acknowledge and protect five critical financial management areas:


Want to see what roger and his team can do for your financial health?


Creating a Great Retirement is All About Mastering Change.

You won’t have the retirement your parents did, and that’s mostly a good thing. You’ll likely live longer, be more active, go more places, and spend more money. Sounds fun right?

It can be—especially if you've learned how to identify, coordinate, and balance investments, market conditions, and life along the way.

This is Agile Retirement Management™️ .

How Agile Retirement
Management™ Works

Like everything else we do, it all starts with a little conversation.

We'll meet with you to discuss your central concerns and your current retirement needs, wants, and wishes and organize your financial resources to reflect these goals while being mindful of the threats that stand between you and your ideal retirement. And we'll do it again every single quarter to stay on top of your financial life and make adjustments as your world—and the world at large—changes. 



The 5 Principles of Agile Retirement Management™️

1. Accept uncertainty as a healthy part of the equation.

The word "assume" gets a bad rap for a good reason. Rather than try to foresee and plan for an unpredictable future, ARM focuses on what we can control.

2.Collaboration gets better results.

You know your life. I know how to guide people into and through retirement planning, including enlisting the help of subject matter experts when needed. Together, we can create a meaningful strategy that also makes sound financial sense.

3. Flexibility puts the best life within reach.

ARM helps identify the necessary short-term changes in the most efficient, effective, and responsive way we can. Adjusting quickly to life's financial curveballs helps you stay in the game—and knock the occasional one out of the park.

4. Priorities define the big picture.

With so many intimidating, pressing financial decisions to consider, it's easy to muddy the waters with options. By being clear on your priorities, you can keep the big picture in focus and remove the doubt of missing out.

5. Communication is key

I could be the best financial planner in the world if I could read your mind, predict the future, and plan accordingly. Since I'm not quite there, scheduling regular check-ins with you is the next best thing to making sure your life, your investments, and your goals are aligning for your best retirement. 


Find out how little conversations contribute to the big, beautiful picture.