Profession: Nurse Practitioner.
Amy had more questions than answers:
She knew seeking professional financial help was the right choice to ease her mind and create a plan that truly worked for her family.
The first step for Amy was to sit down with someone who would truly hear her questions and concerns. She wanted to be heard and not sold to.
There is an understandable mixture of excitement and uncertainty when it comes to a retirement transition.
Once her goals were clearly documented, a personalized retirement plan that aligned with her values and priorities could be created.
In collaboration with her tax professional, Amy was able to:
With a plan in place, Amy can bring back a sense of purpose and confidence to her remaining working years. Soon, she will be able to fully embrace retirement and her role as a grandparent.
*These client scenarios are meant for illustrative and informational purposes only, and they are not examples of actual client results. Individual results can vary.