Many executives and other successful professionals are pursuing a path between full-time work and full-stop retirement — a new chapter where they can repackage how work fits into their life, blurring the lines between work and retirement to get the best of both worlds.
But the thought of leaving a regular paycheck, benefits, and health insurance behind can be daunting. There is no roadmap for those who wish to embark on this non-traditional path, and a complex tangle of decisions awaits.
Our Career Crossroads Workbook will guide you through a planning process designed to help you confidently map out the path ahead toward your ideal future.
When you complete the workbook, you’ll learn how to:
When you complete the workbook, you’ll have a succinct one-page plan that you can execute on your own or share with your professional advisors.
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.