Plan for Your Ideal Retirement Lifestyle.

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Design Your Ideal Retirement Lifestyle 

Whether your retirement years will involve reinvention, recreation, relaxation, or all of the above, thoughtful financial planning can make your vision a reality.

Align your financial actions and assets today with your future retirement vision.

Gain greater clarity for when you can retire, how much you will need, and how long it will last.

Feel confident working with an experienced CFP® who specializes in retirement journeys.

Get help through major life transitions that happen along the road to retirement.



The Ideal Retirement Lifestyle Planning Process

A proven process for aligning your financial assets and actions of today with your ideal tomorrow. 


STEP 1: Analyze your current financial situation, financial resources, goals, dreams, fears, and develop your unique Ideal Retirement Lifestyle™ vision.


STEP 2: Create your personalized Ideal Retirement Lifestyle™ Plan to align your financial actions and assets with your current (and future) lifestyle goals.


STEP 3: Provide ongoing guidance, expertise, management, support and coaching to help you move toward your Ideal Retirement Lifestyle™.

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®


I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ Professional with more than 20 years of experience guiding my clients to and through retirement.

Although my clients come from all walks of life, I focus on serving women professionals who are 5 to 15 years from retirement, or recently retired.

I help my clients create a comprehensive Ideal Retirement Lifestyle™ Plan. My 3-point plan covers the areas most critical to your personal vitality: your wellness, your work, and your wealth. My goal is to help you feel your best, navigate your career, and manage your wealth so you can thrive today and in retirement.

As a financial planning based Fee-Only Registered Investment Advisor (RIA), I do not sell products or charge commissions. My retirement planning and portfolio management services are most appropriate for those who are earning six-figure incomes with an investment portfolio minimum of $500,000.

Partnerships and Affiliations

Stephanie Sammons, Certified Financial Planner and NAPFA Member
Stephanie Sammons, Dallas Certified Financial Planner

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