Let's get In Shape—financially!
Retirement Planning
We help you create a retirement plan that fits your goals, lifestyle, and income—whether retirement is years away or just around the corner. From income projections to Social Security timing, we bring clarity to a process that can feel overwhelming, so you can look ahead with confidence.
Medicare Guidance
Medicare can be complicated, but you don’t have to figure it out alone. We simplify the process, help you understand your options, and make sure you enroll in coverage that fits your needs—without missing deadlines or overpaying.
Financial Coaching
Sometimes you need more than a product—you need a plan. Our coaching services help you get clear on your financial picture, set real goals, and build better habits for long-term success. Whether you’re starting fresh or leveling up, we’re here to support your progress.
Life Insurance
Life insurance is about more than protection—it’s about peace of mind. We walk you through the different types of coverage, what they mean for your future, and help you choose the right fit for your stage of life and financial goals. No pressure. No confusion. Just guidance you can trust.
Long-Term Care Planning
Planning for long-term care is one of the most important (and most overlooked) parts of protecting your future. We help you explore your options, prepare for what’s ahead, and put a plan in place that supports both your health and your finances.
Disability Insurance
Your ability to earn an income is one of your greatest assets. We help you understand how disability insurance works and whether it makes sense for your situation—so you're protected if life takes an unexpected turn.
Ready to Take the First Step?
Financial wellness starts here.
Whether you're just getting started or ready for a check-in, Nettie’s here to help. Book a meeting and let’s start shaping your financial future—together.