Pre-Retirement Planning in Pocatello, Idaho
Retirement is one of the biggest transitions in life — and it deserves careful planning. I offer virtual pre-retirement planning sessions to help you make informed decisions about income, savings, and timing. See What Else We Offer
Confused About Retirement?
As retirement gets closer, questions start to pile up. When should I retire? How should I be saving in the years before I retire? What changes should I be making to my portfolio? What am I really going to do when I finally retire?
Without clear answers, retirement planning can feel stressful. Many people guess their way through these choices and later realize they could have paid less in taxes, retired earlier or set up to weather market fluctuations in a different way.
A Clear Path Towards Your Future
I help clients throughout Pocatello prepare for retirement with practical, data-driven planning that also considers your personal life. As both a Certified Financial Planner™ and CPA, I look at the full picture — your investments, tax situation, income needs and meaningful desires — to help you retire with confidence.
You’ll receive clear strategies for saving in consideration of current and future taxes, aligning your portfolio with your changing situation and understanding your long-term cash flow. Every session is virtual (or in person), private, and focused entirely on your goals.
How We Help With Retirement Planning
Schedule an Intro Meeting
Book an introductory meeting so we can chat about your situation and what it would look like to work with me.
Review Your Financial Picturer
I’ll assess your savings, pensions, investment portfolio, and tax exposure to identify key decisions before you retire.
Get Your Personalized Plan
You’ll leave with clear next steps, including savings strategies, tax-saving opportunities, and investment guidance.
Want to get started on your plan?
I’ve helped individuals across Idaho prepare for retirement with calm, informed planning. With over 20 years of experience as a CFP®, CPA, and Registered Life Planner, I understand that retirement isn’t just about money — it’s about the life you want to live next.
If you wait too long to plan, small decisions could have lasting financial effects. Schedule your virtual session today to build a retirement plan that supports your future goals.