About RPS

A good retirement starts with a great plan.

A great plan should focus on True Wealth and not financial products. True Wealth is having the freedom to spend time doing the things you love with the people you love and being in a position to create future opportunities for the ones you love.

Many retirement planning tools out there are limited, or hard to understand. I don’t think planning for retirement should require an MBA. That’s why I started Retirement Planning Simplified. I want everyone to have access to clear and reliable retirement tools.

I believe typical retirement planning is limited. They’re limited because they over-focus on financial projections. I think your planning should be dynamic and flexible and in tune with how you want to live your retirement in all its aspects. It shouldn’t overlook who you are. This means asking yourself what your values and priorities will be in retirement. What will your purpose be? By being clear on these answers, you’ll be supported in making better choices about how to map out your ideal retirement plan.

As CEO of Retirement Planning Simplified and a Certified Financial Planner, I am an expert in the field of retirement planning with over 10 years of experience. I developed our easy-to-use “Retirement Navigator” to assist you in planning your retirement. My holistic approach to planning goes above and beyond simple financial projections. I look at how your values and sense of purpose align with your money to orient you toward your best retirement.

Retirement Planning Simplified, founded in 2022, aims to be an innovator in the field of retirement planning. I plan to achieve this by sharing relevant tools and information with everyone in our community. I want you to have the knowledge and confidence to invest efficiently, understand the markets, and continue to build True Wealth for a bright future.

I deeply value the clarity that comes with simplicity. That’s why I started Retirement Planning Simplified. I am committed to simplifying your journey to financial freedom using clear, straightforward retirement tools. We want to give you everything you need to plan your ideal retirement.