As partners in Next Chapter Lifestyle Advisors, Susan and Marianne work with financial services firms to bring passion, wisdom, knowledge, resources, and tools for companies, advisors, and clients – to build a robust lifestyle plan as they move on from their careers, professions, and businesses into the next chapter of their lives.
Susan Latremoille
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Partner in Next Chapter Lifestyle Advisors.
Susan is a Certified SuccessFinder Practitioner. SuccessFinder is a powerful assessment that helps clients be clear about what motivates them and their lifestyle priorities.
Susan is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). Susan is a certified Retirement Coach (CPRC). She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.
Marianne Oehser
Marianne has retired twice after spending over 40 years in the corporate world – she found traditional retirement unfulfilling and started Retire and Be Happy! She is a seasoned retirement and relationship expert committed to helping people create a happy, fulfilling “post-career” phase of their lives through her workshops, seminars, public speaking, and individual coaching. Marianne also works with singles and couples to successfully build and maintain healthy and rewarding relationships – after all, having a solid relationship is central to creating a happy, fulfilling life. Marianne is a Partner in Next Chapter Lifestyle Advisors.
She is a certified Retirement and Relationship Coach receiving her training and certifications from Relationship Coaching Institute certified as singles and couples coach and CertifedRetirementCoach.org. Marianne holds a Masters of Management from Northwestern University Kellogg School of Management in Chicago. She is the author of Your Happiness Portfolio® for Retirement – It’s Not About the Money!.
