I spent over 35 years as a wealth advisor assisting clients in planning the financial side of retirement. I saw a common thread among her clients: Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
I went on to co-found Next Chapter Lifestyle Advisors, where works with individuals, families, wealth management firms, and their clients to provide retirement lifestyle planning and advice. I also founded SuccessDNA, a company that helps baby boomers “rewire not retire” and offers customized career solutions for those seeking a job transition.
I am the author of 9 Steps to a RichLife Retirement (available fall, 2022), The RichLife: Managing Wealth and Purpose, and It’s Not Just about the Money: The Whole Life Approach to Wealth Management. I have also co-authored publications including: On the Shoulders of Atlas: a Story about Transitioning a Family Owned Business , Thriving Throughout Your Retirement Transition, and Who Will Take Over the Family Business.
I am a certified Retirement Coach (CPRC), a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and hold an Executive MBA. A former board member of Richardson Financial Group, I also holds my ICD.D designation (Institute of Corporate Directors).
I am a world traveler, aspiring rower, mom, grandmother, certified yoga teacher, and roof-top gardener living at the intersection of life and fulfillment.