Plan Your Kaiser Retirement

We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans.

Learn more about this new concept called retirement fluency and how you can increase your fluency level.

What is Plan Your Kaiser Retirement?

From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, because I know this world well—my wife’s been part of it for over 20 years.