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Financial Guidance That Feels Like a Partnership

Retirement is the ultimate goal most of us spend our lives dreaming of, much like our own personal Mt. Everest. 

But did you know that the most dangerous part of climbing the world's highest peak is not the climb itself? Roughly two-thirds of the deaths on Everest happen on the way down from the summit. 

It's so easy to fixate on reaching the summit that we can forget that in reality the summit is only a milestone in the journey to our real destination arriving home safely. We can spend years planning for the uphill climb yet somehow neglect to adequately prepare for coming down the mountain. 

Maybe it's because it doesn't occur to us that the hardest part of the journey occurs after the splashy milestone, or that the descent actually calls for entirely different muscles, tools, and strategies. 

It's much the same way with retirement. Most of us spend decades focused on just making it TO retirement with a nest egg, but little thought to the two or three decades DURING retirement. That’s like fixating on the wedding but neglecting the years of marriage.

Many learn that their decades-long experience picking funds in their 401(K) doesn't begin to adequately prepare them for the very different financial challenges of retirement, when the focus needs to shift from just growing their bucket of money to figuring out how to make it last for decades. 

What got you here is not the same thing that will get you there. 

And that's where the true challenges and opportunities lie. 

We've travelled almost every conceivable retirement route with others before you. We've seen the storms and experienced the hidden pot holes. We've seen those who attempt to make this once in a lifetime journey unaided. Some make it safely to shore. Many others don't.  

Go it alone, or with an experienced guide familiar with the journey?  How important is it to you to reach your destination safely?

The choice is yours.