Retirement isn't one decision. It's a series of connected ones.

Most retirement guidance treats spending, income, and taxes as separate problems. But in real life, each choice affects the others -- sometimes in ways you don't see until it's too late to easily change course.

I wrote this book after helping people transition into retirement for more than a decade, including most of that time as a CFP® professional. I'm also a career-changer -- after years in multiple Fortune 500 companies, I moved into fiduciary financial planning because I saw how often families needed advice that was truly in their best interest.

Many people assume a financial advisor is mainly for investments. But retirement planning is rarely an investment problem -- it's a coordination problem. The decisions you make around spending, income sources, and taxes need to work together.

The Retirement Coordination Framework? introduces a clearer way to navigate retirement decisions. Instead of chasing perfect forecasts or "optimal" strategies, this guide helps you understand how your decisions work together, so the tradeoffs are visible and the next step feels more obvious.

In this book, you'll learn a practical framework to:

• Connect spending decisions to sustainable cash flow

• Evaluate income sources with greater confidence

• Understand how tax choices shape future flexibility

• Reduce second-guessing by making tradeoffs clear

This book won't eliminate uncertainty.
It will help you make decisions that feel intentional.

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• Business & MoneyPersonal FinanceBudgeting & Money ManagementMoney Management
• FranceMoney Management
• Business & MoneyPersonal FinanceRetirement Planning

• Publication Date: February 22, 2026
• Text-to-Speech: Disabled
• Lending: Disabled
• Print Length: 55 Pages
• File Size: 10 KB