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How to Plan for the Purrrfect Retirement

The 5 Stripes of the TIGER Process

BOOK RELEASE COMING FALL 2026


The purpose of this book is to make retirement planning easier to understand, more intentional, and maybe even a little fun. Through the TIGER Process—Tax Planning, Investments, Giving, Estate Planning, and Risk Management—you’ll learn how the different pieces of your financial life work together. This book isn’t about chasing the highest return or finding the next hot investment; it’s about creating a thoughtful plan for the money you’ve worked hard to build, so you can make confident decisions, be a good steward of your resources, and ultimately plan your PURRfect retirement.

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