Retirees

If we do our job well, we will achieve our most important objective, which is to help you get today right. No matter your previous career, it is challenging to transition from a "saving" to a "spending" mentality during retirement. We can assist you in making this transition and empower you to enjoy the life you have worked so hard to achieve.

By using Sojourn® we are able to understand the intricacies of your financial life and gauge your comfort level with the many "what if" scenarios that may occur, which is often the most important part of the process. Our ability to change assumptions gives our clients the chance to see the results quickly and become more comfortable with the range of possibilities. Once we have accomplished this, the secondary issues of wealth management (asset allocation, estate planning, tax efficiency, etc.) can be addressed.