Intentional Guided Planning

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Retired or Nearly Retired

It’s time to enjoy life.

You’ve worked hard, saved, and invested as best you could. If you raised a family, the kids are now independent adults with their own financial goals. Your focus now is that sweet spot in life when work is optional.

Or maybe you’re already there. It is important to be mindful of your retirement years, your estate, and healthcare needs. It is also a good time to reflect on how your life’s work can have a positive and lasting effect in your family and community.

This diagram highlights the six primary categories for this third stage of Intentional Guided Planning. Each of these categories and its respective components are detailed below.

Tap or click image to enlarge

Investment Planning

Tax Planning


Estate Planning and Assistance to Loved Ones

Let’s start the conversation. Call 231-933-0846 or click here.