Books and Articles

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Quality Life Planning™, Take the If Out of Life & Learn to Live, book by Shane Westhoelter.
Your Quality Life Plan™ focuses on your life goals, your values, and your desired way of life. It takes into consideration not just accumulating enough money to last your whole life, but also how you want to enjoy your life along the way.

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Try to Avoid Using the ‘R’ Word“, article by Shane Westhoelter.
The word “retirement” has so many negative connotations that it’s time to put forth a more positive vision for the time when clients are no longer in the workforce.

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