One page. Two minutes. An honest look at where you actually stand.
Fifteen questions across your financial picture and the life you’re planning for. No score, no sales pitch — just the questions worth answering before you decide anything.
Enter your email and we’ll send the one-page checklist straight to your inbox.
We’ve sent the Work-Optional Readiness Checklist to your email. If it hasn’t arrived in a few minutes, check your spam folder — and add us to your contacts so future planning notes reach you.
The Work-Optional Roadmap goes twelve sections deep — the six financial pillars, the five mistakes we see most often, and the three-step process we use with every client. We’ll send it a few days after your checklist, no action needed.
Founder & Lead Financial Planner
Brie has spent more than two decades helping people navigate the work-optional transition. Birch Point is a fee-only, fiduciary planning firm in Rockport, Maine, working with pre-retirees and retirees ready to build a plan around what comes next.
No cost, no obligation.
Enter your email and we’ll send the one-page checklist straight to your inbox.
We’ve sent the Work-Optional Readiness Checklist to your email. If it hasn’t arrived in a few minutes, check your spam folder — and add us to your contacts so future planning notes reach you.
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