Download the Fish Don’t Clap Workbook

What You’ll Gain

  • A clearer vision of what you’re retiring to

  • Tools to help you organize your financial life

  • Guidance on family conversations and legacy planning

  • Confidence that your next chapter aligns with your goals and values

What’s Inside the Free Workbook

  • Personal Discovery Exercises
    Define your goals, values, and lifestyle priorities.

  • Family Planning Worksheets
    Bring the right people into the conversation.

  • Financial Checklists
    Get your documents, tools, and accounts in order.

  • Action Plans & Life Design
    Identify your next steps and build a retirement on purpose—not by accident.

Ready to Begin?

Download the Workbook and take the first step toward a more fulfilling retirement. Fill out this form for access.