1700 Park Street
We have specialized in working with those going through some form of transition – job change, considering retirement, or a life transition.
The first priority is getting to know those we work with to better understand - and often help our client understand - what their ideal life looks like. Through our educational approach we work together to design a plan that allows you to make important life decisions with confidence, allowing you to understand trade-offs to achieve what you've indicated is most important.
Our focus is on being clear with our advice, concise with our recommendations and personal in our service.