MySequel

More than just retirement planning

Retirement isn’t the end of your story. It’s your sequel and we help you make it remarkable.

We believe retirement is one of the biggest life transitions you'll ever face. But unlike planning a holiday or buying a house, most people walk into retirement unprepared not because they don’t care, but because nobody told them how complex this chapter really is.

We’re here to change that.

We’re a team of passionate, experienced professionals from fields like geriatric psychiatry, psychology, occupational therapy, human resources, law and coaching. 

Together, we’ve designed a holistic, science-backed curriculum that supports every aspect of retirement physical, mental, cognitive, emotional, social, financial  and legal.

JOHN COLLINS

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“Bill helped me create an attainable financial plan that is already changing my life.” 

ANNA SUN

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“After listening to just one episode of Bill’s podcast, everything started falling into place.”

JILL MCCONNELL

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“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.”