The People Behind Your Plan.

Don has been helping clients plan for retirement since 1999. With over two decades of experience as a retirement planning advisor, he is dedicated to guiding individuals through every stage of the retirement process.

Specializing in the unique needs of federal employees, Don works with clients across the United States to create personalized strategies designed to maximize retirement income, minimize retirement expenses, and provide long-term financial confidence.

From detailed retirement income projections to identifying the optimal retirement date, Don ensures that every client has a clear, actionable plan for the future. Believing that everyone deserves a retirement coach, he focuses on helping clients retire with confidence so they can enjoy the next chapter of life without the worry of having to return to work.

Donaji is a project management and operations professional with a proven track record spanning high-tech, hospitality, and customer service driven environments. With experience that ranges from the corporate world to hands-on customer-focused settings, she brings a uniquely well-rounded perspective to offering support and resources in the employee retirement arena.

Outside of her professional life, she holds a Level I Sommelier Certification and has enjoyed exploring vineyards from the California wine country, to Bordeaux and Tuscany.