For Professionals with $2M+ in Investable Assets

Retire Knowing You'll Have Enough.

A private 6-week engagement to assess where you stand, build your retirement strategy, and create a clear plan for what comes next.

Hi, I'm Diane

I’ve advised private equity firms, institutional investors, and executives on capital and investment strategy for over 15 years.Today, I help individuals and families seeking clarity, confidence, and control over their retirement and work-optional readiness.

Who This Is For

  • Individuals with $2M+ in investable assets

  • Thinking seriously about wealth strategy and retirement readiness

  • Want to pressure-test plans before making major life decisions

If this resonates, the next step is a conversation.

FAQs

This is strategic, decision-focused advisory work. I don’t manage investments or sell financial products.

Instead, I help you think through your financial decisions clearly, including timing, withdrawals, conversions, trade-offs, and after-tax implications, so you can move forward with confidence.
No. Most people I work with are not trying to retire immediately.

This work is for people who want options—whether that means stepping back gradually, changing roles, or simply knowing they could make a change if they wanted to.
This work is designed for professionals, executives, and entrepreneurs who have built meaningful wealth, are thinking seriously about work, time, and flexibility, and want clarity before making major career or lifestyle decisions.

If you’re early in your financial journey or looking for basic budgeting support, this won’t be the right fit.
Traditional financial planning often focuses on accumulation, products, or static projections.

This work focuses on decision-making: What’s enough? When do different options become available? What trade-offs actually matter? How do you move forward without second-guessing?