The Retirement Concierge

Specialties

Our clients bring us onboard to help them PLAN, MAKE & MANAGE life transitions: retirement, widowhood, divorce or lottery winner! We are your ‘go to’ resource for questions about your retirement transitions, and your parents’.

We serve our clients who need a personal CEO when their children are far away or when they have no one close to help. We verify that the family trust is properly and fully funded. We work as a valuable team member alongside of your attorney, CPA and financial advisor. We can simplify your challenges, reduce financial stresses, lower costs, improve the quality of your life.

A Retirement Concierge is someone who helps you live out your life adventures. Someone who helps you avoid saying: I wish I had — the courage to let myself be happier OR I wish I had stayed in touch with my friends OR I wish I had the courage to live life true to myself, not the life others expected of me OR I wish I hadn’t worked so hard.

Private Appointments, Workshops, Classes and Newsletters all for you!

History

Established in 2009.

A natural evolution from a 27 year career in business and personal financial advisory services, Transitional Coaching, and Retirement Planning with a kick up for adventures in the US and overseas.

Mind Safaris™ programs are offered to inform you about many options for the N’EXTrdinary Life you will create. Options you may not have seriously considered but are known through experience.

We believe when you step out of your life for a time of experiencing MindSafaris™ you will expand your ideas to the fullest extent of your imagination and begin to create the adventures of your own life!

Meet the Business Owner

SharonAnn H.

Business Owner

Let my Life Speak!

Lifelong learner

Fluent in French

Passable in Spanish

MBA Organizational Behavior

MS Financial Services

29 years offering advice, first in Financial Independence, then in Life Planning Strategies

Visited: Ethiopia, Yemen, Djibouti, Somaliland, France, Greece, Yugoslavia, Austria, Switzerland, Mexico, and Costa Rica