About The Retirement Sherpa
Your trusted guides to a fulfilling retirement journey
Our Philosophy
We are not just financial advisors—we are your dedicated guides, helping you navigate the terrain of retirement with confidence and clarity. Just as a Sherpa in the Himalayas knows every path, every challenge, and every opportunity on the mountain, we understand the complexities of retirement planning.
Our mission is to empower you to live the retirement you’ve always envisioned. We believe that retirement isn’t an ending—it’s the beginning of your most meaningful chapter. It’s a time to pursue passions, create memories, and leave a lasting legacy.
We understand that every person’s journey is unique. That’s why we don’t offer one-size-fits-all solutions. Instead, we take the time to understand your dreams, your concerns, and your unique circumstances to create a personalized roadmap to your ideal retirement.
Meet Your Guide
Experienced, passionate, and dedicated to your success
Dana – Lead Retirement Sherpa & Founder
With over a decade of experience in financial planning and a deep passion for helping people achieve their retirement dreams, Dana founded The Retirement Sherpa with a simple belief: everyone deserves a retirement that’s not just financially secure, but truly fulfilling.
Dana specializes in working with educators, particularly teachers in the Katy area, understanding the unique challenges they face with cash flow gaps and retirement planning. Her approach combines technical expertise with genuine care, ensuring that every client feels heard, understood, and empowered.
When she’s not guiding clients toward their retirement summits, Dana enjoys hiking, reading, and spending time with her family—living proof that a well-planned life leads to true fulfillment.
Our Values
The principles that guide every step of our journey together
Trust
We build relationships based on transparency, honesty, and unwavering integrity. Your trust is the foundation of everything we do.
Empowerment
We believe in empowering you with knowledge and confidence to make informed decisions about your retirement future.
Partnership
We don’t just advise—we partner with you, walking alongside you through every step of your retirement journey.
Fulfillment
Our ultimate goal is helping you create a retirement that’s not just financially secure, but deeply fulfilling and meaningful.
Our Process
A proven path from where you are to where you want to be
1. Discovery
We begin by understanding your dreams, concerns, and unique circumstances. Every great journey starts with knowing where you want to go.
2. Planning
Together, we create a comprehensive roadmap tailored to your specific goals, timeline, and risk tolerance.
3. Implementation
We put your plan into action with careful attention to detail and ongoing monitoring of progress.
4. Guidance
As your dedicated Sherpa, we provide ongoing support, adjusting the path as life changes and new opportunities arise.
Ready to Start Your Journey?
Let’s have a conversation about your retirement dreams and how we can help you achieve them.