The Long Run Retirement Approach
Financial guidance designed to support you through every season ahead.
The Season of You™ gives women permission to want more from retirement; more purpose, freedom, fulfillment, and confidence in the years ahead.
The Long Run Retirement Method provides the thoughtful financial framework designed to make that life sustainable.
How We Navigate the Long Run Together
Retirement planning doesn't end once the numbers are in place. Life continues to evolve and your financial strategy should evolve with it.
The Long Run Retirement Method provides an ongoing framework for thoughtful planning, guidance, and support through every stage ahead.
This includes:
Comprehensive Retirement Planning
We’ll map out your entire retirement picture, from timing your retirement to building a sustainable income plan you can count on.
Investment Management
Aligning your portfolio with your stage of life so you feel secure through every market cycle.
Social Security & Medicare Guidance
Taking the guesswork out of these critical decisions so you maximize your benefits.
Tax Planning & Preparation
Expertly guiding you through the hidden tax traps in retirement. Together we’ll turn surprises into strategies to keep more for yourself and your family and give less to the IRS.
Insurance Review & Estate Planning Guidance
Ensuring you’re protected and that your legacy is passed on with intention.
Life Decisions Support
From buying a second home to helping your kids, you’ll have a trusted partner to weigh the options with you.
Alignment of your Finances
With what brings you joy and meaning.
We'll partner together to make sure your money works for you and your life.
Workshops: Retirement Refocus
Retirement isn’t just a financial event — it’s a personal transformation. Many people spend so much time saving for retirement, they forget to ask: What will I actually do with this time?
That’s where Retirement Refocus comes in.
In these small-group workshops (4–8 people, perfect for a group of friends), we explore:
- Your vision for retirement beyond work
- How to find meaning, joy, and purpose in this new stage
- How to align your financial plan with that vision
It’s a chance to pause, reflect, and design a retirement that’s about more than just “not working” — it’s about creating your Season of You.
How We’ll Work Together
I believe clarity creates confidence. Here’s the path:
01
Learn More
A quick, no-pressure fit check. We’ll see if we’re the right match, and you’ll have the chance to ask anything on your mind before committing further.
Note: Purposeful Money works with retirees and pre-retirees who generally have at least $1.5 million in investable assets or who meet a $15,000 annual minimum fee for ongoing planning and investment management.
02
Starting Line Conversation
We’ll focus on your top three questions — the things currently on your radar. Together, we’ll clarify your needs and goals, and talk about next steps.
Before this meeting: We'll have a few, brief questions for you to understand where you're coming from.
03
Financial Strength Check
A high level assessment of your retirement readiness and risks and opportunities.
You’ll receive a
summary of where you stand and next steps—useful even if you choose not to continue. We’ll outline what it looks like to move forward in an
ongoing
partnership with Purposeful Money.
04
Long Run Partnership
This is where planning becomes a true partnership. Together we'll continue adapting your financial strategy as life changes; combining ongoing planning, investment management, and integrated tax strategy and preparation with thoughtful guidance through every season ahead.
And whether it’s a quick 411 (“Can I afford this trip?”) or a 911 moment (“The market dropped—what does this mean for me?”), you’ll always have a trusted first call.
05
PACE Reviews and Mile Marker Check-ins
PACE Reviews are our structured annual planning conversations focused on four key areas: Purpose, Assets, Cash Flow, and Endurance. These reviews help ensure your financial strategy continues to align with your life, priorities, and long term goals as your retirement evolves.
Important decisions don't wait for an appointed hour. Our Mile Marker Check-ins provide focused guidance between scheduled meetings to help you with life transitions, financial decisions, opportunities, and unexpected changes with clarity and confidence.
Pricing & Minimums
Our advisory relationship includes ongoing financial planning, retirement planning, and investment management. While we don't have an asset management minimum, we do have a minimum annual fee of $15,000.
Annual Advisory Fee, based on assets under management:
for $0 - $2,000,000
1%
then on $2,000,001 - $3,000,000
0.50%
and $3,000,001 +
0.25%
This helps ensure I can give each client the time, attention, and personalized guidance they deserve.
Why Purposeful Money?
There are plenty of financial advisors out there. But my clients choose to work with me because they want more than numbers — they want a partner. Someone who listens, explains, and helps them feel secure in both the everyday details and the big life transitions.
With 25 years of experience — and a passion for truly listening to the person behind the portfolio — I make sure your retirement plan is one you can trust and one you feel good about.
You’ve worked too hard to spend retirement worrying about money. Let’s make a plan you can trust — so you can focus on living your Season of You with confidence, clarity, and joy.
