What makes it different
Most firms plan money. A growing industry coaches the life. We built one firm that refuses to separate them, because thirty years of planning taught Rc that financially-ready people can still be lost, and purpose without funding is a wish. Five founding voices cover planning, protection, purpose, and health.
The client experience runs through signature pieces: the Next Five priorities deck that starts every relationship, a $2,500 flat-fee Signature Retirement plan, a premium leather binder alongside the digital tools, the Unwrapping Retirement guided course, and a podcast that talks about all of it in plain language.
Who it's for
People a few years from retirement or already in it (mostly couples) who want honest answers about income, care, and spending, and a life worth funding. Full planning is personal by design, so it runs on a waitlist; the podcast, answer library, books, and course are how most people start.
Written by the team at The Retirement Life, led by Rc Arseneau, CFP®. This is education, not individualized advice. Your situation deserves a real conversation before any decision.