What would your life feel like if your financial decisions were no longer driven by uncertainty… but guided by clarity, intention, and a deeper sense of alignment?
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ABOUT THIS EXPERIENCE
What if retirement and financial planning felt clear… not overwhelming? This in-person experience is designed for thoughtful individuals and couples who want to better understand their financial future without the noise, pressure, or confusion. You’ll gain clarity around possible early retirement, retirement optimization, taxes, and investing in a grounded, intentional environment designed to help you think clearly and move forward with confidence.
This is not a typical financial class. It is a guided, educational experience where strategy and awareness come together, so you can better understand your options and make decisions that align with your life. Space is intentionally limited to maintain a more focused, high-quality experience within an elevated classroom setting.
WHAT YOU WILL LEARN
We will walk through real-world planning scenarios and practical examples, including:
How different account types interact and create tax impacts
(401(k), TSP, 403(b), IRA, Roth IRA, brokerage accounts, RSUs, and more)Roth IRA conversion strategies, including timing, tax implications, and long-term impact
Long-term capital gains and tax-efficient investing strategies
Strategic decision-making around Social Security benefits
Tax-efficient retirement income planning and withdrawal strategies
Inheritance and legacy-focused tax considerations
Estate planning fundamentals, including Wills vs. Trusts
How to think about your financial freedom number and what is truly enough
How to begin regulating your nervous system and improving focus, so you can make clearer, more confident financial decisions
WHO THIS IS FOR
This experience is a strong fit if:
You are in your 40s, 50s, or early 60s
You are wondering whether you are truly on track or simply hoping you are
You want to better understand taxes, retirement, and investing without overwhelm
You value a calm, thoughtful, and intentional learning environment
You are open to a more aligned and holistic approach to financial decision-making
Retiring with greater clarity, confidence, and peace of mind matters to you
WHAT YOU WILL EXPERIENCE
This is not a traditional seminar or presentation. Throughout the session, we will incorporate brief, optional elements designed to support clarity, focus, wellness and presence, including:
Guided breathwork
Mindfulness and grounding techniques
Short visualization exercises
Moments to pause, reflect, and think more intentionally
These practices are integrated to help reduce mental noise, improve focus, and allow you to approach financial decisions with greater awareness and clarity.
ABOUT YOUR GUIDES
David Lundberg, MBA, MSCJ
Founder & Wealth, Tax & Life Guide, Marine Veteran
Ashley Lundberg, MSBL
Co-Founder, Financial Educator & Wellness Coach
Since 2015, they have guided individuals and families through retirement planning, tax strategy, income decisions, and long-term financial clarity. They combine formal financial education with a grounded, human-centered approach; creating an environment that is calm, clear, and respectful.
They are also certified in breathwork and meditation and are Yoga Alliance–certified instructors. These practices are thoughtfully integrated into the experience to support clarity, focus, and more intentional decision-making.
A MOMENT OF REFLECTION
Before making any financial decision, it can be helpful to pause and ask: If I continue on my current path, will my future feel aligned or simply familiar?