One of the most important questions on my clients’ minds is, “How much is enough?” Or, “Do I have enough for retirement?”

The answers to these questions are very specific to each client. Part of my on-boarding process helps address these and other questions for my clients.
This video helps explain a few of the concepts with regard to saving for retirement or financial independence. Consistent savings throughout a lifetime is key. Other keys to financial success include spending less than you earn, eliminate the use of credit, reduce your debt including your mortgage in retirement, and give generously to causes that are important to you and your loved ones.