Not a Widow? You’re Still in the Right Place.

At Voyage Financial Partners, we have a deep commitment to supporting widows through life’s financial transitions, we also work closely with individuals and couples who are not widowed but are navigating an equally important stage of life: the transition into retirement.

Start Your Journey.

If you’re within five years of retirement – or already there – you likely have questions. You may be wondering:


  • Will I have enough to retire comfortably?
  • When should I claim Social Security?
  • How do I turn my savings into a reliable income stream?
  • What risks should I be thinking about now that I’m not working full time?


These are the types of concerns I help clients address every day. Whether you’re single, married, divorced, or simply planning ahead, I’m here to help you make confident, informed financial decisions as you approach this next chapter.

 

Our approach is personal, practical, and built around what matters most to you. So, if you’re not a widow – but retirement is on your horizon – let’s talk. You’re in the right place.

 

Schedule a no-cost consultation today by filling out the information on the link below and we can help build a financial plan that works for you.

Schedule My Consultation

Josh’s Story:

At Voyage Financial Partners, our work began with a strong commitment to supporting widows through life’s financial transitions, but it doesn’t stop there. I also serve people who are not widowed by helping them navigate an equally important season: the transition into retirement.

If you’re within five years of retirement—or already there—you likely have questions about income, taxes, Social Security, and generally living life to the fullest. 


These are the very concerns I help clients address every day. My goal is to help simplify the complex, bring clarity to uncertainty, and give you confidence as you enter this next chapter of life. Whether you’re single, married, divorced, widowed, or simply planning ahead, I take a personal and practical approach to helping you build a financial plan that reflects what matters most to you.


Before becoming a financial advisor, I spent years as a teacher and basketball coach, experiences that sharpened my ability to relate and connect with people. I also played college basketball at Pensacola Christian College, and that team-first mindset still shapes my approach to planning. Originally from Washington State, I’m a Gonzaga Bulldogs and Seattle Mariners fan. My wife and I have been married for 10 years and are raising a young family. Outside of work, I enjoy time at the beach, sporting events, playing golf, pickleball, and basketball.


If you’re not a widow—but retirement is on your horizon—you’re in the right place. I’d be honored to walk with you through this important transition and help you create a plan for the future you deserve.

Let Your Money Support Your Goals

Our 5 key areas of expertise:

01

Sudden Money: Navigating Unexpected Wealth


Whether it's from a lawsuit, inheritance, or another unexpected source, sudden money can be overwhelming. We work closely with you to help ensure that your newfound wealth is protected and maximized. Together, we will develop a strategy that helps you make informed decisions, protect your assets, and grow your wealth in alignment with your life goals.

02

Income Planning: Protect the Lifestyle You Want


Financial stability comes from knowing that your income will continue to support your goals. We help you create an income plan that ensures you have the resources you need, when you need them. We’ll work with you to develop a tax-efficient strategy, allowing you to live comfortably today while preparing for tomorrow.

03

Retirement Planning: Build the Retirement You’ve Always Wanted


Retirement isn’t just about stopping work—it’s about living life on your own terms. We help you design a retirement plan that gives you the financial freedom to do what you love, whether it’s traveling, enjoying hobbies, or spending more time with loved ones. We’ll make sure you have the resources to help support your goals for years to come.

04

Beneficiary Arrangements: Leave a Legacy That Matters


Planning how your assets will be passed on is one of the most important steps you can take. We help you create beneficiary arrangements that reflect your values—whether it’s ensuring your children are cared for or leaving a legacy for the causes that matter most to you.

05

Financial Planning: Create a Roadmap to What Matters Most


Your financial plan is a roadmap to the life you want to live. We work with you to align your finances with your personal goals, whether that means protecting your family’s future, having the freedom to pursue your passions, or achieving your business goals.