Testimonials2017-08-29T12:01:58+00:00

Testimonials

What an enjoyable and helpful evening it was last night – you were so knowledgeable, engaging … and fun! It was my privilege to be included.

—Barry McKenna, retired minister and workshop participant

Donna Martin’s workshop was a major value-add for my clients and prospects in retirement or considering retirement in the next few years. Donna introduced topics, concepts, and trends which often go overlooked when envisioning how we might spend our retirement years. Much effort and energy is invested into ensuring financial success in retirement, but not how to make a truly meaningful retirement. Donna received outstanding feedback from my clients, and I’ve continued to differentiate my firm from the industry.

—Nick Hopwood, Owner Peak Wealth Management, Plymouth, Michigan

I recently asked Donna to speak to my client advisory board about the non-financial issues of retirement. She did a wonderful job! Her talk was engaging and salient. She was a pleasure to work with — very prepared, personable and effective. I would not hesitate in any way to work with her again and highly recommend Donna as a professional speaker and retirement coach.

—James Elios, Owner Elios Financial, Westlake, Ohio

We are both in our mid 60’s and near the time that you really start to face the possibility of making some decisions on what to do about slowing down. We had already done our best to prepare ourselves financially for retirement, but as we got closer, we started to realize there is more to retiring than just the money end of it.  What do you do with your time? How do you feel about yourself after identifying for years with your job? Quite honestly, it’s a scary time of life.

We are glad we attended! The seminar was fast paced, kept our attention and hit on many issues we were concerned about and some that we never even considered. Through several different methods, Donna got us to think about our life, what we enjoyed and what caused us concern. We now feel we have a roadmap to making our retirement years a bit more enjoyable and it also made us open up to each other on issues we had not wanted to discuss. I’d suggest this process to anyone approaching this eventful time of life.

– Mary Ann Coleman, Vice President/Sales Welles Bowen Realtors

Are You Ready to Take Control?

You’ve thought about retirement, maybe even dreamt about it. Now that it’s near, what’s next? Imagine your life without a natural rhythm. If you’re working professionally or tending your home, retirement can throw you (and your spouse) into chaos. Avoid the turmoil and contact us.