Trent May, CHFC

10/13/2026

Ever lie awake at night wondering if you're saving enough for retirement?

Then start thinking about your 401(k)? Then inflation? Then whether you'll ever be able to stop working?

And suddenly it's 2:17 AM, you've mentally calculated your entire financial future, and somehow you've also remembered that embarrassing thing you said in 2009.

Financial anxiety is exhausting, but here's something worth remembering:

You don't have to have everything figured out today to start building a future where working becomes a choice instead of a necessity.

That's what I love helping people work toward.

Less financial anxiety. More financial confidence. And hopefully, someday, a work-optional life.

Because your brain already has 47 tabs open. Your retirement doesn't need to be the one playing panic music.

09/22/2026

You’d like to become work-optional someday.

Your overwhelmed brain would like to start planning for that… Right after it figures out where your old 401(k) is, what that IRA is invested in, and why you have three retirement accounts you forgot existed.

You don’t need fewer dreams. You need fewer tabs open.

You Don’t Have to Walk Alone.

09/04/2026

The kids are back in school.

Maybe it’s finally time to get your plan together, too.

Let’s start building a path toward becoming work-optional someday.

Financial guidance for overwhelmed minds.

You don’t have to walk alone.

08/27/2026

Procrastination is fascinating.

Our brains will say:

“We really need to deal with that financial thing.” And then immediately follow it with: “Absolutely. But first, let’s research the best air fryer for 45 minutes.”

If you have an overwhelmed mind, sometimes the hardest part of financial planning isn’t understanding investments. It’s starting.

So start badly.
Start confused.
Start with a folder full of statements you haven’t opened.
Start by saying, “I have absolutely no idea what I’m doing.”

That’s enough. We can figure out the rest.

Your air fryer research, however, is between you and God.

Call now to connect with business.

08/25/2026

I provide financial guidance for overwhelmed minds.

You've worked hard. Your finances shouldn't feel like another full-time job.

08/25/2026

The market has been pretty good lately.

Which is nice, because staring at your 401(k) while whispering “please let me quit someday” is not technically a retirement plan.

Market gains are great.

But the real goal?

Turning those gains into options.

Work less.
Retire earlier.
Take the trip.
Leave the job that schedules meetings to discuss other meetings.
Become professionally unavailable on Mondays.

The goal isn’t necessarily to stop working.

It’s to reach the point where working is a choice.

That’s work-optional.

And frankly, “I don’t have to be here” is a beautiful financial milestone.

Call now to connect with business.

08/20/2026

Financial planning doesn’t have to feel like homework.

We can talk retirement, investments, old 401(k)s, becoming work-optional, or why you have seven financial accounts and no idea what three of them are doing.

No judgment. Low stress. Actual conversation.

Basically, financial planning for people who would rather be doing literally anything else.

Call now to connect with business.

08/18/2026

Financial planning doesn’t have to feel like a meeting with the principal.

It can simply be a conversation about where you are, what’s stressing you out, and what you want life to look like.

Low pressure. No judgment. Just a plan designed to help make work optional someday.

You don’t have to walk alone.

08/13/2026

Your finances probably aren’t as bad as your brain says they are. Overwhelmed minds have a special talent for turning:

“I should probably look at my retirement accounts.”

into:

“I’m going to die penniless behind an Applebee’s.”

Usually, the answer isn’t a complete financial overhaul. It’s figuring out what you have, what you’re doing well, what needs attention, and what can wait. One thing at a time.

That’s what a financial plan is supposed to do. Not give you 47 more things to worry about. Close a few tabs.

You don’t have to walk alone.

08/12/2026

Your brain already has 47 tabs open.

Retirement.
Old 401(k)s.
Taxes.
College.
Social Security.
Investments.
That weird subscription you’ve been meaning to cancel since 2022.

Your financial plan shouldn’t be another tab.

I help overwhelmed minds turn financial chaos into an actual plan, so you can spend less time wondering “Am I doing this right?” and more time working toward becoming work-optional.

You don’t have to walk alone.