Susan Latremoille

I’ve spent over 35 years in the wealth management industry assisting clients to successfully plan for their retirements. During this amazing time of growth and personal development in my own life, I began to see a common trend among my clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. It’s not enough to be financially responsible when it comes to planning for your future. You must also design a life that complements who you are as a person so that you can experience fulfillment.

I started SuccessDNA because I realized that a life portfolio is as important as a wealth portfolio. As baby boomers, we are hitting our retirement age just as the world is no longer embracing those years as “golden”, but rather something to be feared. It’s my heartfelt desire to stand in the gap between who you are now and the uncertainty of who you are about to become. With the right strategy and a willingness to move beyond societal sterotypes, together we can make this one of the most exciting and rejuvenating times of your life.

The SuccessDNA program is not a cookie-cutter solution. It’s a proven program that will uncover the driving force behind what motivates you to take action while providing clarity, direction, self knowledge and understanding. These benefits will give you a solid foundation for determining the next step in your retirement journey.