Resources
Use these to learn the SCI approach and make calmer financial & retirement decisions—one step at a time.
SCI Retirement Readiness Snapshot
One-page checklist to spot gaps and choose your next three best steps.
Podcast
Short episodes about retirement decisions, market noise, and staying steady.
Latest Episodes
How to keep perspective during volatility and make steady decisions.
Essential questions to answer before making the transition.
An introduction to Steady, Clear, Intentional planning.
Simple strategies for reliable income in retirement.
What to plan for and how to prepare.
Planning Notes
Quick, practical reads—written to be understood.
Understanding Your Risk Tolerance
How to think about risk in a way that actually helps.
Social Security Claiming Strategies
When to claim and what factors to consider.
Tax-Efficient Withdrawal Strategies
Making the most of your retirement accounts.
Ready to work together?
Start with a quick conversation. If it's a fit, we'll map your next steps using SCI.