Texas Financial Planning & Retirement Coaching: Advisory Service Announced

July 29, 2025 at 15:11 PM EDT

Smarter with Money is introducing pre-retirees in Texas to the concept and benefits of Second Life Planning and the services of a Second Life Architect.

Round Rock, United States, July 29, 2025 -- Smarter with Money has announced the launch of its Second Life Planning services in Texas, which will initially roll out in Austin, Georgetown, Cedar Park, Round Rock, and Leander. A major component of this offering is partnering with a Second Life Architect, who will design the client's post-career plan.

More information is available at https://smarterwithmoney.com/

Smarter with Money is the online presence of financial strategist and coach Cort Dial and his son Charlie Dial, a licensed financial advisor. Together, they have created the concept of Second Life Planning, which combines the technical aspects of financial advisory services and the holistic approach of retirement coaching.

The result of this hybrid system is a Second Life Plan, which is a personalized roadmap that will allow one to retire worry-free, as their post-employment lifestyle and goals are factored into the calculations made in designing the plan.

"The Dials came up with this concept after realizing that how Americans plan for retirement will no longer work in the next decade," a spokesperson for Smarter with Money said. "Americans are living longer, inflation and cost of living are eroding the value of savings, and those who struggle to adjust after decades of working may need mental health support."

"Cort and Charlie, who will act as your Second Life Architects, will consider all aspects of your life when planning for your future," they added.

The financial aspect of a Second Life Plan will involve identifying income sources and optimizing them for long-term growth through tax-saving strategies and other methods. One focus area of Smarter with Money is crafting a strategy to manage the decumulation phase, or the period in retirement when one shifts from saving to withdrawing.

The retirement coaching portion of a Second Life Plan involves designing a fulfilling future for the individual and aligning these goals with the financial side of the plan to ensure that both needs and personal pursuits are funded.

"One guarantee that we can give is that your Second Life Plan will allow you to face your retirement with confidence," the representative said. "We'll show you how the integration of sound financials and holistic coaching can safeguard your financial security while allowing you to enjoy your post-work life fully without worry."

Interested parties who want to know more are encouraged to request a consultation through https://smarterwithmoney.com/

Contact Info:
Name: Cort Dial
Email: Send Email
Organization: Smarter with Money
Address: 1936 Kempwood Loop, Round Rock, Texas 78665, United States
Website: https://smarterwithmoney.com/

Source: NewsNetwork

Release ID: 89165980

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Texas Financial Planning & Retirement Coaching: Advisory Service Announced

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