Working Globally from San Francisco
415.333.6972

Retirement

Planning for Retirement

Moving into mastery, and beyond fear

Retirement can be a phase of personal mastery enabling you to do the things—and be the person—a career has held back. What is your vision for retirement? Do you understand what it will cost? Have savings or investments to support your living? How will you restructure if you only have Social Security?

Retirement requires planning, about the money and the new identity you will transition into, age 65 and beyond. It is never to early—or to late—to start planning.

It seems inconceivable to plan for retirement at age 30, but that’s the ideal time to create adulthood savings habits through 401K and other plans. I will help you envision your future, and build a cash flow plan that supports saving for retirement.

Understand the psychological dimension of transitioning into retirement. Live masterfully in this next phase.

If retirement age is around the corner, how are you set financially? What can you change to spend less and save more? What can you liquidate? What are the tax implications? Kathryn helps you restructure your needs and wants to create a cash flow plan for living within your means in retirement.

Working Globally from
San Francisco

PH: 415.333.6972

Office

1693 Polk St., Suite 210
San Francisco, CA 94109

Mail

230 Teresita Blvd.
San Francisco, CA 94127

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