11/22/2025
An amazing collaboration with James Cockfield last evening. A group of 12 people gathered to learn about holistic retirement and the need for transitional planning. Semi-retirement is a real option for people who have worked and saved for years!
Attendees learned about the importance of balancing health and financial needs as you age and the exciting science on ways to promote longevity and lifestyle that you deserve.
Meeting with a financial advisor and therapist when you make significant changes in life can help you plan with care and with financial facts that yield relief.
New referrals accepted.