A Proactive Approach to Partner Retirement

Elizabeth and David provided invaluable advice to me (and my spouse) as we prepare to enter the next leg of our journey. Our meetings with Elizabeth and David were enjoyable in a beautiful, relaxed setting. But most importantly they provided a unique perspective and manner of thinking about retirement. Their advice ranged from the introspective (very methodically directing discussions about my plans and objectives for retirement) to the practical (e.g., changing over email contacts well in advance).

Elizabeth and David are superb in helping you identify those things that you truly value and love and the range of post-retirement opportunities that could be genuinely fulfilling--and how to utilize your skills and relationships to pursue those opportunities. I left the meetings with a much higher comfort level about how to approach retirement and the opportunities ahead.

I met with Elizabeth and David in late 2019. I had a projected Latham retirement date of June 30, 2021 and a very clear sense that I wanted to continue working in an in-house job after that. My session with David and Elizabeth in Tucson clarified and focused in on the job attributes that I should be seeking, and my own qualities that I should be selling, in my search. They then worked with me on a very specific networking plan intended to provide me with an ever expanding set of connections. They continued to advise me every step of the way, including on positioning myself for every particular opportunity...I had never engaged in such an open-ended, broad-based process, and they were an essential part of it...They were absolutely invaluable throughout, and both have enormous perspective and wisdom. If you are facing a major transition, you should most definitely have Elizabeth and David on your team!"

The retirement planning program developed by David and Elizabeth should be a benefit afforded to everyone as they contemplate that phase of their life. David and Elizabeth are extremely skilled at helping people, individually and then as a couple, explore, develop and refine existing or new ideas for a fulfilling retirement. Then they draw on their complementary skillsets and vast experience in this field to help craft those ideas into a meaningful transition plan. They also offer continued support throughout the implementation phase of that plan, and adapt that support given one’s evolving needs, desires and opportunities. Going through their program will help anyone, regardless of their degree of confidence and self-assuredness, to better know themselves.

I found the program to be an excellent tool for better planning my life post retirement. The personalized, methodical approach used by Elizabeth and David made for both a smart and fun set of conversations, and left me with a solid foundation of considerations to guide me in the future. Importantly, Elizabeth and David are quite knowledgeable about issues applicable to and resources available for retiring professionals in a broad variety of circumstances. Moreover, they invested themselves in getting to know me and constructing a unique program for me, and I found them to be warm and thoughtful."

I have very much enjoyed working with David and Elizabeth on my planning for retirement. I reached out to meet with them even though I am several years from retirement so that I could put some structure around planning for what I hope will be a fulfilling retirement journey after Latham. Our sessions gave me tremendous insight into myself.

I was blown away by how helpful I found the program. Going in, I thought I had a pretty good sense of how I would transition to retirement, but quickly realized how many things are about to change and how those changes would impact every area of life. Elizabeth and David are engaging, entertaining and insightful. Their holistic process touches on everything from what an ideal day would look like, to physical health and wellness, relationships, roles, personal fulfillment, peace of mind, financial freedom and sense of balance. I highly recommend including your spouse. I left after two days with a much greater sense of clarity, purpose and direction, as well as a practical, detailed plan on how to make the most of this exciting next phase.