Justin and Emily spent their careers planning for retirement, like they were always told to do. However, they focused solely on the dollars and getting themselves from point A to point B. Justin and Emily didn’t consider their next steps after arriving at point B.

We helped Justin and Emily to think about retirement from a different perspective—how were they going to invest their time and energy with their new found freedom? How would it affect them personally and affect their relationships? We talked through the upcoming transition and worked to develop individual “life” plans for both of them to help continue to live fulfilling lives in this new phase.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.