Retirement doesn’t mean stepping away from purpose. We help professionals craft a meaningful retirement plan that includes consulting, mentoring, part-time work, or launching new ventures.
Identify post-career passions and opportunities
Stay engaged in leadership and mentorship roles
Create a balanced plan for work, rest, and impact
Your retirement should reflect your values, vision, and impact. Drawing from decades of experience in charitable and estate planning, David helps you think through the non-financial aspects of your legacy—how you want to be remembered and how to live intentionally now.
Clarify your personal mission for retirement
Align your goals with faith, family, and service
Navigate complex decisions without stepping into financial advice
A fulfilling retirement requires intentionality. We provide frameworks for creating a retirement that aligns with your aspirations—whether that’s travel, volunteering, or pursuing new educational or creative endeavors.
Design a retirement roadmap with clear goals
Cultivate new habits and routines for long-term satisfaction
Address common post-retirement challenges such as identity shifts and relationship changes
