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Hollis,
NH - Can baby boomers looking to downshift to less demanding, more meaningful - but potentially less lucrative - careers pull it off without derailing retirement? That's the question Sherrill St. Germain, MBA, CFP® of New Means Financial Planning in Hollis, NH, takes on in Your ClientĄs New Career, an article published in the February 2007 issue of Financial Planning magazine.
"So many of my clients are thinking about changing careers, it's almost like an epidemic! It seems that one-time Holy Grail of financial planning - retiring early - has fallen out of favor," said St. Germain, herself a career changer. "I'm finding clients don't want to stop working. They just want more reasonable hours and more satisfying roles."
Typically, it's personal finances that get in the way. With Your Client's New Career, St. Germain aims to help by providing strategies for successfully pulling off such a transition. Targeted at financial planners working with clients at various stages of the career change process, the article includes a timeline of action steps, suggested resources, and stories of career-changer clients.
"I've clipped your article and plan to use it as a reference when working with career-changers/early retirees. Thank you for sharing your wisdom," commented Kathy Dollard, CFP®, MBA, of Nashoba Financial Planning. "I have added it to my article library," agreed Bill Moeckel, CFA®, CFP®, of WJM Financial, LLC.
About Sherrill St. Germain: Sherrill
St. Germain, MBA, CFP®, owner of New Means Financial
Planning of Hollis, NH, is a member of The Garrett
Planning Network (GPN), a national network of fee-only
financial advisors which has been profiled in Smart
Money, Business Week, Wall Street Journal, New York
Times, Money, and numerous other consumer publications. Like
other GPN members, Ms. St. Germain is dedicated to
providing financial advice on an hourly, as-needed
basis. She particularly enjoys working with career changers to develop financial plans that enable them to transition to their dream job and the life that goes with it. Visit www.newmeans.com to
learn more.
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| CONTACT: |
Sherrill
St. Germain, MBA, CFP®
Principal, New Means Financial Planning
sstgermain@newmeans.com
603-465-3485 |
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