The Empty Nesters

Greg and Ashley's kids are grown and out of the house. They both worked hard to successfully provide for the family and lead their children into adulthood. He’s currently in his prime earning years and starting to do some serious thinking about transitioning to a more leisurely lifestyle and doing the things he wasn’t able to do while raising the kids. Now that paying for college is behind them, she’s considering shifting to part-time consulting to make space for her photography—the dream career she turned her back on in favor of something more practical. At the same time, they both still want to support their children in having a solid foundation, perhaps helping with their first home down payment, and they are hoping for grandchildren down the line.

With all the things Greg and Ashley have accomplished, the “R-word” is staring them right in the face. It’s time to get serious about figuring out the next steps. They’re starting to think about where they want to live and when they'll be ready to stop working with the highest likelihood of achieving the retirement lifestyle they desire.

We are here to help.

Whether you want to build on the progress you’ve already achieved or realize that you need to get started, we will work with you to answer the questions you have about setting up your family for financial success.

Primary Concerns:

• Adjusting the household budget

• Reassessing the structures set up protect the family

• Balancing spending and saving now that the household structure has changed

• Determining how much to save for retirement

• Considering the legacy to be left for kids, grandkids, and their favorite causes