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About Milestone Money

Life is full of financial milestones. We pay for college, we get married, we start businesses. But the most important financial decision we will ever make is when and how to retire. For many, the word "retirement" conjures up endless green golf courses or blissful afternoons with grandkids, but we know that this reality doesn't just happen. Retirement is an iterative process that actually requires careful preparation and ongoing planning. Which investments should you sell to fund various living expenses? How do you generate a stream of income that you will never outlive? How do you efficiently fund a legacy for your heirs, or favorite charities? Who should be in charge of your finances, if you are no longer able to make decisions on your own? We feel that the financial industry has not done a great job of preparing people for this phase of life, leaving many feeling unprepared and stressed about their future. At Milestone Money, we seek to change that. We are committed to delivering a simple yet robust experience that helps reduce stress and seeks to improve your financial wellness. This dynamic approach helps you navigate the complexities of your money so that you can live a worry-free retirement.

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