Free from Birch Point Wealth Management

The Work-Optional Roadmap

A practical framework for making work truly optional — and building a plan that keeps it that way.

Plain language. Built around the questions successful people are actually asking at 11pm when they’re wondering if they’re on track.

Get the free Roadmap

Download the Work-Optional Roadmap

Enter your details and we’ll send the guide straight to your inbox.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Check your inbox.

We’ve sent the Work-Optional Roadmap 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.

Fee-only

Fiduciary

CFP® Professional

NAPFA member

Licensed Investment Adviser · Maine

What you’ll find inside

One clear picture of where you stand.

The Work-Optional Roadmap covers the financial and life planning questions that matter most in the years before — and after — you make work optional. It’s not a generic retirement planning checklist. It’s a framework built around the specific decisions your stage requires.

What “work-optional” actually means — and why the distinction changes how you plan

The two questions every pre-retiree needs honest answers to

The 15-point readiness checklist — financial and life design

The six financial pillars of work-optional planning

Five planning mistakes we see most often — and how to avoid them

What your “work-optional number” really means (and why it’s not a single figure)

The Birch Point Work-Optional Blueprint™ — the three-step process

How to know if Birch Point is the right fit for your situation

Brie Pio, founder and lead financial planner at Birch Point Wealth Management, smiling outdoors

About Birch Point

Brie Pio, MBA, CFP®

Founder & Lead Financial Planner

Brie has spent more than two decades helping people navigate the financial complexity of the work-optional transition. She’s a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA member, and has been quoted in The Wall Street Journal and featured in Kiplinger’s Personal Finance on retirement planning.

Birch Point is a fee-only, fiduciary financial planning firm based in Rockport, Maine. We work with pre-retirees and retirees who have built meaningful wealth and are ready to build a plan around what comes next.

MBA

CFP® professional

NAPFA member

Fee-only fiduciary

Rockport, Maine

Free Guide

Get the Work-Optional Roadmap

No cost, no obligation.