Experience Confidence.
EnJoy Life.

We create strategies designed to help you pursue your dreams and protect your assets because we believe everyone deserves to retire without worrying about their finances or future.

Isn’t It Time to Find
Retirement Joy?


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.

  • one-step-icon

    We'll discuss what true retirement joy means to you and determine how we can help.

  • two-step-icon

    We'll identify strategies and tools to help you preserve your assets and pursue your dreams.

  • three-step-icon

    We implement your strategy, allowing you to discover the financial joy you've long desired.


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.


Shelby J. Rothman, CFP®, CPFA, AIF®

Founder and Advisor

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