The retirement prep no one's offering — until now.

You've helped them save and invest. Many have enough, and most have "had" enough. But something is holding them back — they have nothing to retire to.

They don't know how to make the SHIFT™.

I work with employers and financial advisors to help people navigate the non-financial side of retirement through my proven SHIFT™ framework.

It's the retirement prep that spreadsheets can't solve.

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The retire&SHIFT™ Framework

S
Structure
Building rhythm balancing routine & freedom
H
Hobbies
Investing time, not just spending it
I
Identity
Evolving beyond your job title and career
F
Friends
Building community when work friends fade
T
Thriving
Finding purpose that brings satisfaction
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What I Do

Through speaking and workshops, I help organizations and their people prepare for the non-financial challenges of retirement.

HR & Benefits Leaders

Help your pre-retirees build a vision for what's next so they can transition with confidence.

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Financial Advisors

Address what spreadsheets can't—the emotional readiness that determines when clients actually retire.

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Conferences & Events

Engaging keynotes for anyone navigating or preparing for the transition to retirement.

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What People Are Saying

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Are you ready to help your people make the SHIFT™?

Let's talk about bringing the retire&SHIFT™ framework to your organization or event.