From the desk of Lori Aufderhar, Summit’s Director of Operations/Retirement Coach:
Most people spend more time planning a two-week vacation than a 30+ year retirement.
When I coach clients, it’s not about the money. When they come into our office contemplating retirement, the first question they typically ask is, “Do I have enough money to retire?” Well, that depends, what do you want to do with the money? How you want to spend your time can determine how you will spend your money. When you know what you want and price it out, you can eliminate stress, and have confidence to pursue your dreams. Many go into retirement retiring from their job, but have no idea what they’re “retiring to.” Coaching helps explore opportunities and options which, again, reduces stress. When it comes to couples who aren’t used to spending 24/7 together, we look at “Yours, Mine, and Ours” which include activities, time, and space. With the right communication, there’s no guesswork later on. Interestingly, I’ve found that couples often think they have the same vision, only to learn that they don’t. Working through the coaching tools I provide, we identify what the couple has in common and where their differences are to help foster communication and find solutions.
Summit Investment Advisors has a new program in place that blends those desires into your financial plan. These insights can help your Financial Advisor tailor your plan to better suit your goals, but only with your permission of course.
Whether you are contemplating retirement or already retired and want to tweak things, this program is for you. Meet me at Summit’s office for two complimentary sessions and two follow up sessions. Working through the retirement visioning tools I provide and my book “Not It” An Approach to Life, we’ll identify what it is you want, and what obstacles are standing in the way, as you create your plan to pursue the life you imagine. If you know someone this might help, please feel free to pass this info along to them.
Schedule your complimentary coaching session at Summit Investment Advisors today by calling us at 651-490-2939 or emailing firstname.lastname@example.org.