Life is full of transitions—some planned, some unexpected.
Retirement. A career change. Loss. Divorce.
A new chapter, or a shift you didn’t see coming.
And while financial planning prepares you for the numbers, it doesn’t always prepare you for how to navigate life’s changes.
At BMG Advisors, we believe your story deserves more than a financial plan.
That’s why we have a Wellness Director—to help you navigate life’s transitions.
The Wellness Director role exists to help clients explore purpose, community, health, and the experiences that make the next chapter of life meaningful.
This is a complimentary service available to all BMG clients.
The “Your Retirement Story” program is designed for individuals and couples nearing retirement or are already retired and would like help shaping the next chapter.
Best fit for those asking questions like:
Designed for any BMG client navigating a transition, reassessing priorities, or wanting support around purpose, wellness, and sustainable routines.
Best fit for those asking questions like:
Most clients begin with an introductory consultation with the Wellness Director to explore their interests, goals, and areas of support. From there, you will work together to determine a meeting cadence based on the services and level of guidance that best fit your needs. For example, coaching engagements are typically structured as six sessions, allowing time for reflection, action, and meaningful progress between conversations.
Imagine a powerful statement that perfectly captures your purpose.
With the guidance of the Wellness Director and this assessment, you will get a unique Purpose Factor® Statement based on the elements of your Purpose. Think of it like a mission statement for your life. All summed up in one power-packed statement.
Knowing exactly what fulfills you means more days where you love what you do, and less time wondering what’s next for you.
Juliet Hawley, MS
As a certified Coach and wellness professional, health and wellness have always been central to her work. Throughout her career, she has been driven by a desire to educate, guide, and support others as they pursue their highest level of well-being.
Juliet is a certified Purpose Factor Facilitator and a master’s-level exercise physiologist who is pleased to bring her experience and expertise to BMG Advisors and clients as they shape their next chapter and discover what brings them joy.
