The psychological transition into retirement and understanding one's identity and purpose is more crucial to a fulfilling life than reaching specific financial spreadsheet goals.

“And it it really kind of hit home to me that they'd worked so hard to get to the position they're in. We had done a little bit of work about what they were going to do, but focused a lot on the numbers and built what I thought was, you know, a really really robust, visually uh pleasing um retirement”