As a Wealth Advisor for over 35 years Susan assisted her clients to financially plan for their retirements and manage their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. Susan is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), a CEPA (Certified Exit Planning Advisor) and holds an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). Susan is a certified Retirement Coach (CPRC) and an Expert Level SuccessFinder Practitioner. Susan is a Faculty Member of The Exit Planning Institute teaching Personal Planning for the CEPA program. She is the author of , 9 Steps to a RichLife Retirement, The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.
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