Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

Days 1-30: The Foundations( Security and Logistics

  • Confirm your coverage: double-check that your Medicare or private health supplement plans are active. Keep your id card in a dedicated “ retirement folder”
  • Automate your income: ensure your Social Security or pension direct deposit  are hitting the correct accounts. 
  • The “Dry run” Budget: live on your retirement budget for the first month track any “hidden” cost you might have missed while working
  • Digital Cleanup:”Transition any personal accounts(banking, health portals) away from your old work email to a secure personal one. 

Days 31-60 The Rhythm( Health and Routine)

  • Schedule a “Welcome to Medicare” visit: if need book your initial wellness exam to establish a baseline with your doctor.
  • Audit your Activity: Retirement shouldn’t be sedentary frond one physical activity you enjoy— whether it’s a daily walk, a local gym class, or gardening. 
  • Fine your “Third Place”: identify a spot outside the home where you feel connected— a library, a coffee shop, or a community center. 
  • Review your Legacy: take a quick look at your will or trust. Do your beneficiaries still reflect your current wishes.

Days 61-100: the future (Purpose & Passion)

  • The “Passion Project” Brainstorm: what is the thing you always said you would do”if there was time”? Write it down and take the first step toward it. 
  • Social Re-Connection: Reach out to one person a week for lunch or coffee. Maintaining a social circle is the #1 key to longevity
  • Travel or Hobby Planning: Map out a major trip or hobby investment for the upcoming year now that you know your cash flow
  • Check-in with your Advisor: That could beMe! (Review the first 90 days. Does your plan need a tune-up based on your actual spending and health needs