Individuals and Families

Financial Advisors

Susan Latremoille

Your Happiness Portfolio®

Your Happiness Portfolio®

Moving into this new chapter of your life presents so many wonderful opportunities – and some challenges!

Research tells us that 69% of retirees experience difficulties adjusting to all of the changes you face.

The changes affect your sense of who you are now, how you make a difference today, and where you connect with others.

Next Chapter Lifestyle Advisors helps you make a smooth transition so you can live a happy, healthy, and successful next chapter.

Happiness Portfolio
Happiness Portfolio

Happiness Portfolio® Management

Happiness Portfolio® Management

Just as your financial advisor guides you in the management of your financial portfolio, we guide you to design and build your Happiness Portfolio®. Your financial advisor will ensure your financial portfolio is integrated with your life plan.

Just like your financial portfolio, your Happiness Portfolio® needs to be balanced and diversified. It needs to be filled with activities that you enjoy and that make you feel like you and your life matter.

↓ Download Your Free Report “Navigating the New Retirement Landscape”

Happiness Portfolio