Retirement Wealth Guidance is not accepting new clients

While we are not accepting new clients for 2025, we may still be able to assist—or at least help point you in the right direction. Feel free to send us an email describing how a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional might support you or your family.

In many cases, we can share a helpful resource, a short video, or schedule a brief 15-minute call to address your specific concern. If your situation requires deeper, more focused planning, we’ll do our best to connect you with another trusted Fee-Only professional who’s a better fit for your needs.

Once we receive your email, we’ll add you to our scheduling list and aim to book your introductory call as early as December. In the meantime, we’ll send you our data gathering worksheet and stay in touch with helpful updates and guidance over the coming months.

Many clients are drawn to our firm because we offer thoughtful, one-time planning without the expectation of an ongoing relationship or asset management. Our goal is to empower clients to manage their finances with confidence—except when they face cognitive challenges, find financial matters overwhelming, and are no longer able to act independently.

If you're a returning client (within the past 3 years) and would like to re-engage, please don’t hesitate to reach out. We’ll make time to update your plan and support any year-end needs you may have.

At this time, we are not onboarding new clients for 2025. This decision was made with great care and intention, as I focus my time and energy on serving existing clients and long-standing relationships with the depth and attention they deserve.

In addition to my professional commitments, I am continuing my outreach to veterans and pro bono work for underserved communities—both of which are deeply meaningful parts of my mission as a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional.

On a more personal note, I’m also spending more time with my aging parents. My father is the devoted caregiver for my mother, who is now in the later stages of Alzheimer’s. Supporting them during this season is both a privilege and a priority, and I know many families in my practice will understand the importance of being present for loved ones when it matters most.

While we may not be accepting new clients, we are still happy to help where we can—whether that’s sharing a resource, offering a brief consultation, or referring you to another trusted Fee-Only planner. Please feel free to reach out and let us know how we might support you.