Send us a text

Susan Latremoille advocates a holistic approach to financial advisory, addressing a key issue: many people reach retirement or other major life transitions only to feel less fulfilled than expected. Through Next Chapter Lifestyle Advisors, she trains and empowers financial advisors (and accountants and lawyers) to recognize the deeper challenges people face and guides them in helping clients prepare effectively for life after a career. As well as helping those pre-planning, on the cusp, or already retired.

Life transitions—retirement, selling a business, or stepping away from work—can disrupt a person’s social connections, identity, purpose, and structure (SIPS). Without thoughtful planning, these changes often lead to isolation, illness, and other adverse effects. While the “honeymoon phase” of retirement feels exciting, it eventually leaves many wondering, “What’s next?”. Susan is on a mission to retire the word retirement. It’s just the next chapter.

Susan suggests that preparing for life’s next chapter is like working with a trainer; it’s a best practice that ensures a smoother transition. Her Ironclad Process is designed to help clients build a “happiness portfolio” by connecting their financial and life goals. Her “rich life” philosophy centers on three key principles: live well, give back, and leave a legacy.

By creating a comprehensive life plan, followed by a financial plan and suitable products, clients can cultivate a truly fulfilling life. Retirement isn’t the end; it’s an opportunity to write a new, purpose-driven chapter.

What’s Inside:

• Why we need to RETIRE the word Retirement.
• SIPS, the common challenges that come with transitioning from your career.
• How financial advisors can assist with your happiness portfolio.
• The three pillars of a “Rich Life”.

Mentioned In This Episode:
Next Chapter Lifestyle Advisors
MBA CPA