About Us
Author of Journal Your Way to Retirement due to be released early 2017. Joan is a CPA and a Certified Financial Planner working to help those nearing retirement to plan for the next phase of life. It isn't just about the money.
The products and services we offer
Products & Services
This is a book designed to help soon-to-be retirees grapple with the non-financial aspects of retiring. Transitioning from work to retirement can ...
Live Life Like You Want Peace, You Have a Role, Your Happiness Matters. A workbook of provocative questions you can journal to or ponder on.
Recommendations Given (13)
"The first day I opened my business, my first priority was to join the Tri-Town Chamber of..."
Read more
"The first day I opened my business, my first priority was to join the Tri-Town Chamber of Commerce. That was April, 1997!!! Been a member ever since. Great people, great networking."
"Expertise in understanding what her clients want and what works for their business."
Recent Activity
I would speak with that person and then get him some training in concensus building. If this person understands "team dynamics" it will make a huge difference.
(more)
I would speak with that person and then get him some training in concensus building. If this person understands "team dynamics" it will make a huge difference.
Hi Debbie,
I'm not crafty either. Hobbies don't have to be a "crafty" thing. Here is a link to my blog about the unexpected benefits of hobbies. https://wp.me/p81BeM-tR Plus, here is a link to a website on how to find a hobby. https://www.wikihow.com/Find-a-Hobby (ignore the continue...
(more)
Hi Debbie,
I'm not crafty either. Hobbies don't have to be a "crafty" thing. Here is a link to my blog about the unexpected benefits of hobbies. https://wp.me/p81BeM-tR Plus, here is a link to a website on how to find a hobby. https://www.wikihow.com/Find-a-Hobby (ignore the continue button. it is an advertisement) Sorry to hear about your husband.
Join the local chamber of commerce.
(more)
Join the local chamber of commerce.
Good question. Need to delve into the analytics more.
(more)
Good question. Need to delve into the analytics more.