Thank you!

I am so honored you have placed your trust in me to help you with your post-career lifestyle strategy.

You may have been wondering why you had to wait at least a week to schedule your consultation. That is because I need you to complete a little “homework” before our session. Follow the steps below to get ready for our time together.

Step 1 – Take the RTA

An Infinity Lifestyle Design exclusive, the Retirement Time Analysis (RTA) is a 12-page self-assessment tool aims to uncover opportunities that become the framework to build a custom approach, intended with
your unique needs in mind.

If you have already taken the RTA, I can use those results, or feel free to take it again.

Spouses or partners will need to complete their own assessment as well.

Results will arrive within 48 hours to the email address you have provided.

Step 2 – Download the RLOQ

Modeled from the Retirement Time Analysis (RTA) tool, The Retirement Life Outline Questionnaire (RLOQ) walks you through the details of the life in retirement for you to plan an outline of what you feel a meaningful and purposeful life will be in retirement.

Download this now so you will be able to have it ready for when you RTA arrives. If your consultation will be as a couple, make sure both of you download a copy.

Step 3 – Verify RTA(s) Have Arrived

I will do my best to ensure you get your report(s) back within 48-hours. However, we all know email can be tricky. So set yourself a reminder, if you don’t have your report in two days, then check your spam folder. If you do not see it there, email me at Let me know you don’t have your RTA and I will do some investigating and send them to you right away.

Step 4 – Verify your CRTA Has Arrived

Again, if two of you are participating, the Couples Retirement Time Analysis (CRTA) tool helps the both of you compare your individual results alongside the other. Any gaps are noted and highlighted.

By using the CRTA with your own RTAs, the you can craft a retirement strategy that allows you each to pursue distinct and mutual approaches to maximize lives of purpose.

You get the CRTA assessment within 48 hours after the last person takes their own RTA. So motivate each other to get the RTAs done quickly. Email me at if you do not get it.

Step 5 – Review and Complete

Once you have all your resources, you should have between 4 and 5 days before our session. Use this time to work to review your Retirement Time Analysis, as well as the companion Retirement Life Outline Questionnaire (RLOQ). Write down any questions you have to be ready to ask during the consultation.