Judson Meinhart, CFP®, BFA™, CTS™'s Linkedin Analytics

Many successful professionals like you have spent decades building your career, providing for your family, and saving for the future. But when it comes to knowing when work can truly become optional, the answer often feels unclear. Without clarity, it’s easy to feel stuck. You wonder: - Are we saving enough to fund our goals? - How much can we spend now without jeopardizing our future? - What will it look like if we stop working—and when will we get there? This lack of confidence holds you back from fully enjoying the life you’ve worked so hard to create. That’s where I come in. I help professionals like you develop a comprehensive “work optional” plan tailored to your unique goals, values, and financial situation. Together, we’ll create a roadmap that: - Provides clarity on your financial picture. - Shows you how to create tax-efficient income from your investments - Gives you the freedom to decide when and how you step away from work. The result? Confidence, control, and the ability to live your life fully—now and in the future. Ready to take the guesswork out of your financial future? Let’s connect. --------- "Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements"