Transforming Life in Your Next Chapter

Experts in helping clients rewire not retire

The Power Behind Your Next Chapter


Who We Are

We are a dynamic and experienced team of retirement lifestyle planning professionals who believe that planning for the non-financial aspects of retirement– the physical, mental, social, and emotional – is imperative for a happy and successful “next chapter.” It also needs to be coordinated with your financial plan.

Who We Serve

Financial Advisors

We partner with financial advisory firms that offer their clients holistic planning. We support advisors by being a resource to their team and helping their clients clarify their direction, purpose, and how they want to spend their time in retirement. Their advisor can then connect their client’s non-financial plan with their financial resources.

Susan Latremoille

Individuals & Families

We work with individuals and families to help them plan and live their life beyond their bucket list. Most people spend more time planning a two week vacation than they do envisioning what they want the 25 years after their career to be like.

Marianne Oehser

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