#8: Courtenay Shipley: Profile of a Client-Focused Plan Advisor

In this episode, my guest Courtenay Shipley and I discuss her practice as a retirement plan advisor. Courtenay is President and Chief Planologist at Retirement Planology, Inc. in Alexandria, Virginia.

Her firm helps organizations with constructing an overall employee retirement plan strategy, making their retirement plan meaningful to the employees and an asset to the organization, and providing fiduciary risk management and guidance to the plan sponsor/committee.

In our conversation, we discussed the challenges employers face running their small and mid-sized businesses AND trying to keep up with all the rules, regulations, and deadlines associated with sponsoring a retirement plan.

When talking with Courtenay, it was clear the empathy she has for her client’s challenges. That, no doubt, comes from her experience running a business and making all the hard day-to-day decisions that come with growing an organization and taking care of customers. I’m sure you’ll hear that for yourself when listening to this episode.

If you would like to learn more about Courtenay’s organization, here’s a link to

· The Retirement Planology, Inc. website

Disclosures and Disclaimers

· Nothing in this episode is intended to be, or is, financial or legal advice,

· Statements and opinions expressed by those interviewed for this episode do not necessarily reflect those of the host, Matt Smith, and

· The content in this episode is not a paid promotion.

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