First Step Wealth Planning, LLC
First Step Wealth Planning is a care-forward retirement planning practice serving people who are nearing or already in retirement.
I want the people who work with me to feel understood, guided, calmer, and less alone as they navigate one of the most significant transitions of their lives. My role is to help them think clearly, accept what they cannot control, prepare wisely for what they can, and use their time and resources to bring meaning, joy, and fewer regrets.
I charge flat fees. No products, no commissions, no assets under management. Just a process that helps people clarify what matters to them and align their money with how they actually want to live.
I spent over 20 years inside the large firms before starting First Step Wealth Planning. I left because I wanted to do this work without the conflicts.
I know what financial pressure feels like, and that shapes how I work and who I work with.
If this sounds like what you have been looking for, I would like to talk.
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