FOCUS Strategic Solutions
As Referenced in Put Power In Your Purse

Get Both Free Retirement Guides... Instantly

The two companion guides from Kara's book. Learn the 3 critical questions every 401(k) and IRA owner should ask, and the 5 critical steps to take in the years before, during, and after retirement.

3 Critical Questions to Ask Yourself 5 Critical Steps You Need to Take

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What's Inside

Two Guides. One Clear Path Forward.

3 Critical Questions cover

3 Critical Questions to Ask Yourself

  • The "tax-free bucket" question that offsets the inevitable taxation of your 401(k) or IRA
  • Why you don't have to take on risk to have reward
  • How to access your money before retirement... without penalties or fees
5 Critical Steps cover

5 Critical Steps You Need to Take

  • Your retirement income needs analysis... and the tax evaluation for the "descent"
  • Legacy goals and inflation protection, handled the right way
  • The Health / LTC exposure audit most plans skip
Voted Top 3 Best of Sonoma County Financial Advisor As seen on CBS, KSRO, NBC, FOX, ABC
Kara M. Stewart

Kara M. Stewart

President, Founder & Fiduciary · CLTC®

For more than 27 years, Kara has helped Sonoma County families approach retirement with clarity, confidence, and a plan built to protect what matters most. Holistic, independent, and education-first... no cookie-cutter plans.

FOCUS Strategic Solutions  ·  [email protected]  ·  (707) 974-8707  ·  9400 Honsa Ave, Windsor, CA 95492