In Search of a Financial Compass: Baby boomers (those born between 1946 and 1964) are less prepared for a comfortable retirement than any other phase of their adult life. This is because preparation for a comfortable retirement is a holistic planning process that touches on all aspects of one's life: family, children, career, finance, children's education, lifestyle, marriage, taxes, estate, death, etc.

Subject to Procrastination: This process is highly personal, complex, and reflective. It is one that many find to be uncomfortable. Therefore, it is the subject of serial procrastination.

Website Goals: The longest journey begins with the first step. The goal of this website is to provide baby boomers, or anyone interested in personal financial, retirement and investment planning, an easy to understand and engaging process for thinking about, planning, reviewing and funding their retirement program with the objective of enjoying a comfortable and meaningful retirement.

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