The Beginning: 

How many of us have looked at the open water swim and said “I could never do that”? How many of us have thought about our financial goals, such as saving $1,000,000 for Retirement, and said “I could never do that”? Apparently, many of us compare our chances of retiring successfully with the open water swim leg of an Ironman. A report from GoBankingRates found that over 40 percent of Americans have less than $10,000 saved for retirement. 

The Transition:

A passage from one state or stage to another.  One of the major transitions in our life is turning a job into a career.  Now we have moved from the state of "surviving" to “thriving”.  Thus we enter the stage of wealth accumulation.   

The Bike Stage (Saving):

We can help maximize the performance of this stage in your life by improving cash flow, maximizing returns, minimizing risk, maxing retirement plan contributions, analyzing insurance needs, paying down debt and more.  But, in the end, you have to enjoy the ride.  There is no "one size fits all" plan.  Let us create a personal plan tailored to fit your needs and goals. 

Transitioning off the Bike Stage (Retirement):

Transitioning off the bike and into the run (retirement) is not easy.  You have been on the bike (working) for so long that it would be easier to just keep riding.  All you thought of the whole bike ride was how nice it will be once you get off the bike (stop working) and settle in for the run (retirement).  But, you get off the bike and your legs feel like jelly.  You're not sure if you are physically (financially) or emotionally (emotionally) ready to start running (retire) yet.  Not to worry.  Your individualized training plan will prepare you for this transition.  

The Finish!

What does a successful finish look like to you?  “Transition” over to the Schedule an Appointment page or call today to schedule your free 30-minute consultation.  

Patrick finishing the Naples Daily News Half Marathon in Naples, FL.

Patrick finishing the Naples Daily News Half Marathon in Naples, FL.