I was approaching 50, kids leaving for college, successful career with lifestyle to match, and had begun to question the financial path I was on. I wasn’t quite sure about my retirement or if I was prepared. What I thought of initially as just a a “financial exercise” with Todd became so much more. Through my coaching and time spent listening to his Podcasts and reading materials, I not only got the sound financial foundation and retirement clarity I was looking for, but I also got so much more. I’ve realized that happiness and achieving a vision for my life are actually more important than the financials. Than you Todd for helping me see how all of this is within my control through my decisions and actions.
Senior Executive with a large Mutual Fund company who must remain anonymous for compliance reasons
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