Retirement isn't one decision you make and then live with. It's a different
question every month, for twenty years — and most of them arrive with no warning and no
reminder. This is the schedule. Every month there's a briefing, a tool, and a live call
where we work through it together.
This month · January
Where do I actually stand?
Net worth, real spending, and the one ratio the whole year turns on.
All twelve are available right now — read any of them, in any order, and use
the tool that goes with it. Free, no account, and nothing you type into a tool is saved or
sent anywhere.
One hour, once a month, walking through that month's decision together.
Open to anyone — you don't have to be a client.
We work the month's tool together, on screen
I teach the topic for about fifteen minutes, then spend the rest of the hour on
questions. Submitted questions get answered first, so if you'd rather not ask live,
send it ahead. Every call is recorded and posted to the library afterward.
Outside the calendar — the questions that show up on their own schedule. A pension
election lands on your desk. A mortgage question won't leave you alone.
The tools here are the same ones I use. What they can't do is look at your
specific situation and tell you which of the twelve matters most for you. That's a
conversation, and it's free.