The Retire happy Process
SteP 1: DIscover Your Vision
Meet virtually with Lauren Johnson, your retirement-planning specialist, to talk through your current financial situation, your lifestyle priorities, and what an ideal retirement looks like. This friendly, no-pressure conversation is all about understanding your story so we can start shaping a plan that reflects your goals and values.
Step 2: explore your strategy options
In our second meeting, Lauren Johnson will present personalized retirement strategies designed around your goals. You’ll explore several straightforward options—each outlining benefits, trade-offs, and long-term outcomes. Together, we’ll choose the approach that feels right for you, balancing growth, security, and peace of mind.
SteP 3: Retire happy
With your strategy in place, Lauren Johnson will check in each year to ensure you remain on track. As life changes, your plan will adjust with you—keeping you confident, secure, and free to focus on what matters most: living your retirement your way.
Contact Us
Not quite ready to start Step 1 by scheduling an appointment? Have more questions? Fill out our form and we will be in touch shortly.