What Is a Wealthy Life Strategist?
When most people hear the word “wealth,” they immediately think of money — bank accounts, investments, retirement savings. And while money is certainly part of the equation, wealth is much bigger than numbers on a spreadsheet.
Wealth is about security, freedom, health, relationships, and purpose. It’s about having the confidence that your future is protected and the clarity to live life on your own terms.
That’s where a Wealthy Life Strategist comes in.
What Does a Wealthy Life Strategist Do?
A Wealthy Life Strategist helps you see wealth in a bigger, more holistic way.
Instead of focusing only on dollars and cents, we look at the full picture of your life:
- Clarity — Do you understand your options for retirement, protection, and long-term security?
- Confidence — Do you feel prepared to handle life’s unexpected turns, whether divorce, job change, or the loss of a spouse?
- Control — Do you have a plan that allows you to live the way you want, without fear of outliving your resources?
I don’t sell investments or manage money. Instead, I provide education, consulting, and strategies that help people in their Encore Years (midlife and beyond) align their resources with the life they want to live. When deeper financial planning is required, I collaborate with my business partner, Bruce Weide, who brings decades of licensed expertise in retirement and wealth protection.
My Story
Like many of you, I reached a point in life where the future felt uncertain. After a major life change, I found myself unsure of what to do next — especially financially. Through the process of rebuilding my own future, I discovered both resilience and a new calling.
Today, as a Wealthy Life Strategist, I help others navigate their own Encore Years with the tools, clarity, and confidence to create a next chapter that is secure, meaningful, and joyful.
Why It Matters
Life after 50 brings both opportunities and challenges. You may be rethinking retirement, facing changes in relationships, or simply wondering whether the wealth you’ve built will truly support the lifestyle you’ve worked so hard for.
My role is to walk with you through these questions, simplify what often feels overwhelming, and help you create a plan that blends financial protection with real-life strategies — so you can move forward with peace of mind.
Because true wealth isn’t just about money. It’s about living fully.
👉 I’d love to hear from you. If you’re ready to explore what wealth means in your Encore Years and how to create your best next chapter, let’s connect.