Testimonials
What Financial Advisors are Saying About Us
How Clients Feel About Retirement Lifestyle Consulting
Reviews From Advisors and Clients…
Reviews From Advisors and Clients…
“By using Next Chapter Lifestyle Advisor services, we are differentiating ourselves from the many advisors our there.”
Financial Advisor
“You were right on with your recommendation of Next Chapter Lifestyle Advisors for guidance with my retirement planning. Susan and Marianne have been outstanding in helping me to create the roadmap for as you mentioned, ‘a fulfilling, balanced and purposeful life in retirement’”
Former Dentist
“Marianne and Susan have correctly identified a gap where information on the non-financial aspects of retirement is tremendously important to individuals.”
Financial Advisor
“Marianne is a great coach. She helped me realize what retirement would be like and what is important to me. She also made me accountable.”
Former Business Owner
“It takes no effort on the advisors part which is great and it’s a great value add to be able to share with your clients and enrich those relationships”
Financial Advisor
“This was a very good investment in our time, money, and the effort we put into it. It helped us clarify how we could implement our dreams and desires.”
Former Financial Advisor
“I was happy that we could have this kind of partnership with someone who is at such a high level in this specific part of the game. Nobody has taken it to this degree and this level of specialization. You can count on these folks”
Financial Advisor
“Working with you has improved my life and especially helped me make the transition into the next phase of my life very smooth. In fact, by working on a plan with your help, I am more excited about life in this next
phase than I have been for years. You are a true professional who provides objective guidance and an individual who cares about the people you are working with.”
Former business owner