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The GROW Retirement Planning™ Process
Goals. Retirement Reality. Options. Way Forward.
1)Your Goals
The retirement lifestyle you desire begins with a vision. We start by defining your values and goals to map out your ideal retirement vision.
2)Your Retirement Reality
Here we review all of your financial resources to determine where you now vs your vision for retirement, and what gaps may exist.
3)Your Options
Next we evaluate your options and possibilities for retirement, and consider the key financial actions to help you achieve your vision.
4)The Way Forward
As your life circumstances evolve, we’ll continuously adjust and monitor your progress to and through your retirement years.
Who We Serve
Although we would love to help everyone retire well, our process is best suited to guide women who are within 5 to 15 years of retirement and have assets over $1M.
Women Professionals
LGBTQ Women/Couples
Women in Transition
About Stephanie Sammons, CFP®
Founder & CEO
I’m Stephanie Sammons, a Fee-Only CERTIFIED FINANCIAL PLANNER™ with 25 years of experience in guiding my clients to and through their retirement years.
Will your retirement include reinvention, recreation, relaxation, or all of the above? When is retirement realistic for you? What will you be able to spend in retirement? These are the questions I can help you answer.
Financial security in retirement is paramount. Planning for your personal growth, professional contributions, and positive well-being can also lead to greater fulfillment as you age.
If you don’t have your ideal retirement vision mapped out yet, doing so will help you gain greater clarity and peace-of-mind.
Schedule an introductory call with me and let’s discuss your vision for an ideal retirement!
Professional Affiliations
