It’s time to let go of preconceptions about retirement, to consider the opportunities that come with seeing retirement in an entirely new light. Allow yourself to imagine how retirement years can be a time where mind, body, and spirit thrive and not just survive.
Lori Aufderhar has been with Summit Investment Advisors for 3 years and currently the Director of Operations and Retirement Coach. Working with Insurance and Investments since 1994 Lori has a longstanding track record of assisting with money issues of all sorts. This fall Lori launched a new retirement coaching service here at Summit. A life coach since 2011, and author of coaching book “Not It” An Approach to Life, Lori reminds us “It’s not about the money, step back and ask what the money’s for.” Dreaming for the day you can retire? What’s your vision of retirement? If you’re retired already, does your retirement match what you envisioned? If not, what has to change? Have you had life changes that changed your plan? Discover and uncover the answer through the use of coaching tools and conversation. Schedule with Lori by contacting our office.