Contact Us
Ready to begin your retirement journey? We’re here to guide you every step of the way.
Just as every mountain climb begins with a conversation between climber and Sherpa, your retirement journey starts with a simple conversation. Let’s talk about your dreams, your concerns, and how we can help you reach your summit.
Get in Touch
đź“Ť Service Area
Katy, Texas and surrounding areas
We also serve clients virtually throughout Texas
đź•’ Office Hours
- Monday – Friday: 9:00 AM – 5:00 PM
- Saturday: By appointment
- Sunday: Closed
Evening and weekend consultations available upon request
Frequently Asked Questions
Common questions from people beginning their retirement journey
What makes The Retirement Sherpa different?
We focus on the complete retirement experience, not just the financial aspects. Like a true Sherpa, we guide you through every challenge and opportunity, ensuring your retirement is both secure and fulfilling.
Do you work with people who aren’t teachers?
Absolutely! While we specialize in helping educators, we welcome anyone who wants a thoughtful, personalized approach to retirement planning.
How much does a consultation cost?
Your initial consultation is complimentary. We believe in building relationships first and want you to feel comfortable with our approach before making any commitments.
Can you help if I’m already retired?
Yes! Retirement planning doesn’t end when you retire. We help retirees optimize their income, manage their investments, and plan for the next phases of their journey.
Do you offer virtual consultations?
Yes, we offer both in-person and virtual consultations to accommodate your preferences and schedule. Many of our clients prefer the convenience of virtual meetings.
How often will we meet?
This depends on your needs and preferences. Some clients prefer quarterly check-ins, while others like annual comprehensive reviews. We’ll work together to find the right rhythm for you.
Your Journey Starts with a Single Step
Every great adventure begins with a conversation. Let’s talk about your retirement dreams and how we can help you achieve them. No pressure, no sales pitch—just an honest discussion about your future.