A strong financial foundation gives you the freedom to create a future that truly reflects your values, purpose, and passions.
At Twelve Points Wealth Management, we believe retirement should be more than just a financial milestone—it’s a chance to redefine your passions, reconnect with your purpose, and decide how you really want to spend your time.
We work with clients who are ready to think beyond the numbers. Together, we explore what will make this next chapter meaningful—then build a financial plan that supports it. Whether you're ten years away from retirement or already in it, we’ll help you create a roadmap that lets you live with passion, freedom, and intention.
Learn more on how we help you prepare your finances for the transition to retirement.
You’ve probably heard the average lifespan is around 78; but here’s the thing: if you make it to 65, you’re likely to live well into your 80s. If you’re healthy, maybe even 90 or more.
That means retirement isn’t just a break from work. It’s a whole new life stage that could last 20–30 years. So, it’s worth asking:
What do you want those years to look like?
Have you ever entered a 20-year period of your life without a plan? Without any goals? Probably not. Retirement deserves the same kind of thought, maybe even more.
Our job at Twelve Points isn’t just to manage money. It’s to help you figure out how you want to live—and then make sure that your money supports that.
We help you figure out how you want to live through several methods: workshops, webinars, tools, book suggestions, and good old-fashioned one-on-one conversations. Here are some of the areas we help clients think through:
We’re here to ask better questions and help you make decisions that feel right for you—not for some generic idea of retirement.
Upcoming Webinar
Juggling the financial responsibilities of raising children and caring for aging parents can feel overwhelming. This webinar provides practical strategies, budgeting tips, and planning tools to help women in the sandwich generation manage expenses, reduce stress, and protect their financial future.
Combining magic, mysticism, wisdom, and wonder into an inspiring tale of self-discovery. The journey of a Shepard to search for his treasure teaches us about wisdom of listening to our hearts, of recognizing opportunity, and most importantly, to follow our dreams. This is a short and thought provoking read.
With over 25 years in the financial services industry, Barbara works every day to help her clients achieve financial security and transition to an active and fulfilling retirement.
At Twelve Points, Barbara follows her passion to understand and help people achieve their retirement passions and financial goals. Barbara draws from her diverse background in financial services, life experiences and training to create a holistic financial planning experience for our clients and results in a smooth transition into retirement and achievement of their dreams.
To discuss how we can help you transition your wealth and intentionally design your lifestyle in retirement, please provide your contact information, and we will respond within 24 hours.
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