The “Three A’s” of a Joyful Retirement
Your retirement journey starts with three simple steps — and we’re here to guide you through each one of them.
No matter what stage or season of life you’re in, our three-step Find Retirement Joy financial planning process is designed to help you protect your hard-earned money and find the retirement joy you’ve always envisioned.
ACQUAINT
We'll discuss what true retirement joy means to you and determine how we can help.
ASSESS
We'll identify strategies and tools to help you preserve your assets and pursue your dreams.
ACHIEVE
We implement your strategy, allowing you to discover the financial joy you've long desired.
Meet our Team
From left: Chase Paulson, Irene Costellano, Shelby J. Rothman, Binnie Phung and Julie Acosta. Learn more about our team here
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EnJoy Our Story
Are you curious about the uppercase J in “EnJoy” or our marigold-like logo?
If so, you should know that there are powerful and personal reasons for both — reasons that inspire us to bless others, spread joy, be a source of strength and create strategies that can withstand all sorts of difficult conditions.