A private, no-obligation conversation to calmly review where financial risk may be hiding as retirement approaches or progresses.
This conversation is offered directly by Doug and is designed to be educational, not promotional.
A calm review of how retirement assets are currently positioned
A discussion of common risk areas that are often misunderstood
A chance to ask questions without pressure or obligation
A sales presentation
A recommendation to move assets
A replacement for your existing advisors
Women who are retired or within roughly ten years of retirement
Women who value stability and predictability over chasing higher returns
Women who want clarity around risk, not constant monitoring
Women who prefer calm, straightforward conversations
We review your current situation at a high level
We identify areas where risk may be misunderstood or underestimated
We discuss whether anything warrants deeper attention
If helpful, we outline possible next steps — or none at all
Many conversations end right there.
If you feel this conversation may be useful, you’re welcome to schedule a time below.
There is no cost or obligation, and many conversations conclude with no next steps at all.
You don't need to prepare anything in advance.
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