Inspiring Confidence for a Better Life

Perfect for federal annuitants, caregivers of federal annuitants, or surviving spouses of federal annuitants who are looking for support navigating federal benefits well into retirement.

Siphonofor Feds Post-Retirement Support

This is a great opportunity for us to get a sense of what the next few sessions will look like. Come as you are, and let's put together a great plan for moving forward!

Kids appointments (dental, doctor, hair, etc)

Initial Consultation

This appointment type is specifically for reviewing documents with clients to either explain, analyze or check for accuracy.

Document Review

These calls are done in collaboration with other members of the client's support team, such as CPAs, physicians, Health care providers, CFPs, estate planners, etc.

Collaborative Call

A catch up call for clients to get the support they need and collaborate on next steps.