{ Retire Wisely }

Don’t just retire. Retire wisely.

Are you ready to think differently about work? Ready for a more inspiring way to approach retirement?


We don’t subscribe to the traditional view of retirement. You know the one. Where you repeatedly delay gratification, invest cautiously, work until you receive Social Security, and only then do you get to let loose and live life.

That’s one way to do it. It’s just not our way. And we don’t think it should be yours either.

You’re in the right place if:

  • You’re afraid life is passing you by and you don’t want to wait until retirement to enjoy your money, but …
  • You’re concerned about running out of money and living poorly
  • You want to learn how to balance living for today with saving for tomorrow
  • You are tired of talking to multiple experts to see how everything fits together – retirement, investments, income, etc.
  • You want to know what it means to retire “wisely”

These ideas are based on a financial philosophy derived from the way women think about money.


It’s grounded in the belief that how we use our money is a reflection of what we value and who we are.


(Which is why you’ll never hear any “how to crush the market” bravado or unintelligible financial jargon from us.)

Are we the right partners for you?


Let’s get to know each other and see where this goes……..

This short questionnaire will help us determine the most appropriate “next steps.”

Upon completion, we’ll share a few ideas to consider as you determine your most appropriate “next steps.” 

We trust you’ll find it refreshingly different.

Want to learn a little more about us first?

Learn more about Ed & Melana