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February 14, 2007 -- Can Baby Boomers Downshift Without Derailing Retirement? Local Financial Planner Weighs In
In National Financial Planning Magazine

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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