Map Your Retirement Path

Retirement decisions become easier when income, investments, taxes, Social Security, pensions, employer benefits, and risk are looked at together.


I work with professionals at different stages of the journey.

‍ ‍1. Boeing Retirement Planning

For Boeing employees approaching retirement
Bring together your Boeing pension, 401(k), Social Security, retirement timing, taxes, and income strategy so you can see how the pieces work together.

Common questions:

  • Should I retire now or work another year?

  • Pension or lump sum?

  • When should I claim Social Security?

  • How should I draw from my 401(k) after retirement?

  • Are Roth conversions worth considering?

2. Early Exit Planning

For professionals who want more freedom before traditional retirement age
If you’re considering leaving corporate work early, the question is not only whether you have “enough,” but how to bridge the years between work, retirement accounts, Social Security, Medicare, and other income sources.

Common questions:

  • Can I afford to leave work earlier?

  • Where will income come from before Social Security?

  • How do I manage healthcare before Medicare?

  • Which accounts should I use first?

  • How do taxes change after I stop working?

3. Tech & RSU Planning

For professionals with RSUs, concentrated stock, and growing investment assets
Equity compensation can create both opportunity and complexity. A coordinated plan can help connect RSUs, retirement accounts, taxes, diversification, and long-term goals.

Common questions:

  • How much company stock is too much?

  • When should I sell vested RSUs?

  • How do RSUs affect taxes?

  • Should I prioritize Roth, after-tax 401(k), or taxable investing?

  • How does this fit into an early-retirement plan?

What to Expect

This starts with a conversation - not a predetermined solution.

We'll talk about where you are today, the decisions you're considering, and which financial pieces may need to be looked at together.

From there, we can determine whether a more detailed planning conversation makes sense.

Start Mapping Your Retirement Path

Tell me a little about what you're working toward and what you'd like to explore.