Bio

Nancy C. Nelson, CFP ® is a Retirement Life Mentor. She works with people who have decided they have Enough – the demands of earning and saving money no longer need to be the major driver of their life’s decisions. She helps clients bridge the gap as they move Beyond Enough to create a retirement life that is meaningful to them. Her work is not about the money – she left investment management and retirement income planning behind when she herself retired, after more than 30 years as a fee-only financial planner. Instead, she encourages people to discover their strengths, and how they can apply them to things that matter – to them.To learn more, visit www.beyondenough.org.


Expertise

Nancy works one-on-one with retirees and would-be retirees, as well as advisors who want to help their clients successfully transition to retirement.

  • How to bridge the gap between the euphoria of deciding you no longer need to work for money and living a personally meaningful retirement
  • Why you might be feeling adrift and how to chart a new course
  • How to discover who you are now and align that with how you spend your time, energy and money

Contact

Contact me to schedule an interview at nancy@beyondenough.org 
Phone: 360-545-3227
Skype: BeyondEnough

calendarSchedule a Call

I would be honored to be in touch via any of the contact methods above, which are the same year-round.

May through November:
Olympia, Washington, USA (Pacific Time)
December through April:
San Rafael de Heredia, Costa Rica (Central Standard Time, with no shift to Daylight Savings time)


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