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Who We Serve

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Professionals and Executives Over Age 40

Many of our clients are professionals and executives with established careers who are actively planning for retirement, if not planning to retire in the very near future.

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D.I.N.K.s and S.I.N.K.s (Dual and Single Income, No Kids)

We teach people who don’t have kids how to retire to a life they love.

While not having kids opens up opportunities for us to travel, experience life and intentionally create a legacy, it also means we need to carefully plan our futures since we can’t rely on our kids to take care of us later in life.

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Growth-Oriented People

Our clients are positive, open-minded and interested in making themselves and the world a better place. They have a desire to grow, learn and support the important people around them.

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People Who Know Retirement Is Too Important To Be a DIY Project

Our clients understand that the stakes are too high to do this alone. They invest in hiring a seasoned professional to help them grow their money and free their time so that they can focus on what matters.

If this resonates with you and you have $400,000 in investable assets, we’d love to talk


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If you’re not quite ready to start a one-on-one financial planning relationship but would still like solid financial guidance, we would encourage you to consider our investment basics e-course, The No B.S. Guide to Investing.

We also invite you to subscribe to our monthly newsletter for free financial articles, updates, tips and information to help grow your wealth and successfully navigate the journey to retirement.

If we’re not a perfect fit for you, we still want you to have access to a CERTIFIED FINANCIAL PLANNER™ professional. You can find one at letsmakeaplan.org and xyplanningnetwork.com.

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