Already Retired

If you have already retired, chances are you were not prepared for the events which you have had to endure over the past decade.

  • Your investments have not achieved the growth rates you expected.
  • Inflation has begun to erode your ability to maintain your lifestyle.
  • You have encountered costly obligations and detours not anticipated.  
  • You now realize your financial resources will need to support you a decade or two longer than previous generations.

At Designing My OK , let us show you how to make your money work harder and last longer, so you can do more and worry less.

Is it any wonder that you have begun to worry about important questions such as:

  1. Could I outlive my money?
  2. Can I afford to support my current lifestyle?
  3. Am I going to be OK?

The key to getting definitive, reliable answers to these questions starts with a clear definition of what your ‘OK’ looks like, along with its associated timelines and costs. While initially this may sound difficult, with the right tools it is a lot easier than you think.

At Designing My OK™, we use the same process architects use to build a dream home. We make the task of describing your future lifestyle fun, quick and easy.  Our creative process and powerful tools allow you to quickly build and edit draft plans of how you dream of living the rest of your life. With each draft of your life plan, you gain insights as you evaluate and prioritize how different decisions interact. Once you have described your desired lifestyle, it is easy to incorporate the timing of events and the associated cash flows.

You will now have a clear understanding of:

  • What you want to do
  • When you want to do it
  • How big you want to do it.

and together, we have all the information required to determine how quickly you will draw down your financial resources. 

We assist you in building a solid retirement based upon the realities of your financial situation and ensure that you are able to accomplish what is most important and meaningful to you. It is also essential to reorganize your resources to minimize the tax implications.

We will replace the feelings of fear and doubt associated with getting by and making do, with the confidence and optimism of knowing what is possible and exactly how to make it happen.

To learn more about the Designing My OK process, please see our process page.