Our services

Retireby58.com currently offers strictly educational financial coaching—guiding individuals, couples, and families through a structured roadmap from basic budgeting to advanced wealth building. The journey begins by optimizing debt management to stabilize your foundation, shifts to accelerating cash flow to build real wealth, and concludes with mastering the investment literacy needed to compound your money for the long haul. While my future roadmap includes launching a Registered Investment Adviser (RIA) firm to provide formal investment management, I do not offer those services at this time. All current sessions are educational, and no individualized investment recommendations will be provided.

Guided Wealth Coaching

We help individuals, couples, and families transition from basic budgeting to advanced wealth engineering through debt management, wealth building, and investment literacy. Through strictly educational, 1-on-1 sessions, you will gain the foundational financial knowledge and tactical clarity needed to confidently manage your own path to financial independence.

To get the most out of our time together, please have the following information ready:

• Your short-term and long-term financial goals

• The specific areas where you need guidance or support

• A snapshot of your current financial picture (including household income, assets, debts, and investment balances)

Rate & Payment: The cost is $150/hour and will need to be paid before our session together.