I Love to Plan

If you appreciate the importance of planning, and are serious about getting the most out of the second half of your life, then you are going to love Designing My OK™.

 

We will help you build a realistic plan to ensure that your available resources are properly positioned to efficiently and safely achieve a life filled with clarity, balance, happiness and fulfillment.

We use the same process architects use to build a dream home, making the task of building your ideal retirement fun, quick and easy. Our creative process and powerful tools allow you to quickly build and edit draft versions of what you think the second half of your life should look like. With each draft you gain new insights as you evaluate and prioritize how different decisions interact. Once you are comfortable with your plan, 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 the most efficient course of action.

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