Investing in Your Retirement

Beyond Financial Management

When we think about retirement, the first thing that often comes to mind is managing our money. It’s true—financial planning is essential. In fact, a traditional retirement plan with assets under management can cost between 0.5% and 2% per year, translating to $2,500 to $10,000 annually for a portfolio of $500,000. These costs are a necessary investment to ensure your money supports your retirement dreams.

But what about the rest of your retirement? Beyond the dollars and cents, there’s the question of how you want to live in retirement. How do you stay connected, healthy, and fulfilled? How do you make the most of this next chapter of life? This is where our Retire Artfully programs come in.

While financial management secures your funds, retirement coaching helps you secure a high-quality life. The services provided by Retire Artfully are designed to help you transition into retirement with clarity, purpose, and balance. We focus on the non-financial aspects of retirement, such as your relationships, your well-being, and your personal growth.

Think of our program as the companion to your financial plan—just as valuable, just as necessary but a fraction of the cost.

It’s an investment in living the retirement you’ve always imagined, not just surviving it. When you invest in your mindset, purpose, and overall well-being, the return is priceless: a fulfilling, joyful, and meaningful retirement.

At Retire Artfully, we’re here to help you design a retirement that’s more than just financially secure. Together, we’ll make sure your retirement is everything you’ve dreamed of and more.

Retirement Planning Fees cited from Harness Wealth.

Retire Artfully is not a fiduciary. We encourage all adults to consult with a financial professional.