Connect With Us

A New Era of Retirement Planning

Q: Do you only meet virtually?

We are happy to meet you in person, however we also understand that getting to us within a window of time that works for you may be challenging. The convenience of conducting our meetings in a virtual manner has huge benefits.

Q: What are your fees and how do you charge?

We charge a simple, all-inclusive fee—no hourly rates, retainers, or hidden costs. Our focus is on helping you reach your financial goals, with transparency every step of the way.

Q: Do you do tax planning?

We believe tax planning is an integral part of income planning. Our knowledgeable team uses sophisticated tools to design income strategies that are mindful of taxes today and in the future.

Q: Do I need to have everything figured out before reaching out?

Absolutely not! You don’t need to have all the answers before contacting us. We’re here to help you clarify your goals, explore your options, and create a plan that fits your unique situation.

Q: Is there pressure to commit?

Not at all. Our goal is to provide guidance and clarity so you can make informed decisions at your own pace. There’s no pressure—just support.

Let’s connect you with a Theia Advisor.

Reaching out to a financial advisor can feel like a big step—especially if you’ve had experiences that felt rushed, confusing, or impersonal. At Theia Financial, our process is designed to be thoughtful, transparent, and centered entirely around you. Whether you’re approaching retirement or already there, our role is to help you turn what you’ve built into a clear, confident plan for the life you want to live.

If you would like to contact us via email, please click here.

Cathy Mendell

Peter Mendell

Cindy Youngcourt

Kimberly Pohler

Our Simple, Thoughtful Process

Complimentary Strategy Session

This is a relaxed, no-obligation conversation to understand your goals, concerns, and what prompted you to reach out. We’ll also answer your questions about how we work and determine if we’re the right fit.

Personalized Planning

If we move forward together, we design a customized financial plan tailored to your retirement goals, income needs, tax strategy, and long-term vision.

Ongoing Guidance & Stewardship

Life changes—and your plan should adapt with it. We proactively monitor and adjust your strategy while remaining responsive and accessible.

Andrea G.

“I cannot thank you enough for your efforts”

“I will be going into this new year with more knowledge and confidence in my financial future, because of the support Theia has provided for me. I cannot thank you enough for your efforts, and I look forward to more conversations in the coming year.”

Lori M.

“I feel empowered to make informed decisions that will impact my future”

“Working with Theia Financial has brought me peace of mind as I near the end of my career. They are knowledgeable, patient, and always available to answer any questions. Every recommendation, meeting is well explained and I feel empowered to make informed decisions that will impact my future.”

Diahann A.

“I’m feeling a lot better about where things are headed”

“Since my very first conversation with Theia, I really appreciated having everything broken down for me, making my retirement planning less daunting. I really felt completely financially ready prior to reaching out to Theia; man was I wrong. I’m feeling a lot better about where things are headed and continuing my relationship with a company I trust.”

Claudia A.

“...Has been a truly rewarding experience”

“Working with Theia Financial has been a truly rewarding experience. Their expertise and guidance have provided invaluable support in navigating complex financial goals. The clarity and insight provided have empowered me to make informed decisions about my future. I highly recommend their services to anyone seeking comprehensive financial planning and advice.”

Irene M.

“...No longer obsess over what I don’t understand”

“I have long despaired that I could never learn to manage - or even understand my retirement accounts. I appreciate how [the advisors at] Theia Financial have shown patience and kindness in explaining retirement finances. Since working with Theia Financial, I have been more relaxed and no longer obsess over what I don’t understand because I trust that my accounts are in expert hands. And when I need reassurance, I know I can always reach out for clear, transparent guidance.”

Kathleen G.

“Exceeded our expectations”

“After decades of investment management, my husband and I faced a new challenge—how to optimize all the moving parts of retirement. From investments and Social Security to Medicare and tax efficiency, we needed a comprehensive plan. After watching an Episode of The Accomplished Woman on PBS, I reached out to Theia Financial. Our advisor conducted a full review of our situation, identified past errors we could correct, and even connected us with a highly regarded CPA for tax expertise. She developed a tailored plan, introduced new strategies we hadn't considered, and provided user-friendly tools to keep us on track. Her responsiveness and clarity give us complete confidence in our retirement planning. We couldn’t be more pleased to have the team at Theia Financial guiding us through this next chapter.”

Connie F.

“Exceptionally professional, responsive, and knowledgeable”

“I discovered Theia through a free webinar on Facebook. I attended because I was looking for a financial management firm that provided a comprehensive service, unlike traditional financial firms that solely focus on the market and overlook other important aspects of retirement such as medical, estate, and long-term planning. After attending the webinar, it was apparent that Theia Financials was exactly what I was looking for: a financial management firm that focuses on long-term planning that caters to one's lifestyle. What sets them apart is their personalized approach. Rather than diving straight into the numbers, they start by getting to know you and what you are looking for in the next chapter of your life. My interactions with Theia Financial has left a lasting positive impression. They are exceptionally professional, responsive, and knowledgeable. Their commitment to understanding my needs and providing innovative solutions is evident in every conversation. If you're considering working with them, I do not doubt that you'll be impressed by their dedication to quality and customer satisfaction.”

Kim J.

“A sound financial plan”

“The team at Theia Financial is very professional and knowledgeable and has given me a better understanding of my circumstances. They helped me establish a sound financial plan that is tailored to my specific goals and objectives. I have no hesitation in recommending their services with complete trust to my friends and I look forward to our continued relationship over the years.”

Laura F.

“Guaranteed paychecks for the rest of our lives”

“Theia Financial changed the future for my husband and I. They showed us exactly how we could confidently retire when we are ready, with reliable, guaranteed paychecks for the rest of our lives. Their expertise in all things retirement helped us understand every facet we needed to consider during this next chapter of our lives. My husband would like to retire. I am not there yet, but now I know I can when ready. They are truly the retirement income GURUS. If you have retirement on your mind, I urge you to sit in and learn from the experts. We have one chance to get retirement right!”

Who we're best suited for

We're a great fit if you...

Have retirement on your mind

Want a proactive, personalized financial plan—not generic advice

Value clarity, transparency, and long-term partnership

Prefer virtual access with high-touch service

Want to feel confident and informed about your financial future

Have Questions?

We have answers

What does the name Theia represent?

In Greek mythology, Theia is the Greek goddess of sight and vision. Theia’s purpose in mythology was to instill a sense of shining light ancients could depend on.

A single beam of Theia’s light brought hope and a promise of banishment of darkness to the ancients.

That's where the name came from – the goddess of sight. My goal for you is to experience a clear vision. To be able to see and understand your retirement future, without the confusion of the unknown. A clear vision - out of the fog having that clarity of the future.

Do you only meet virtually?

Where do you custody accounts?

What security measures do you have in place?

We take the security of your information very seriously. Our team has implemented robust, above industry-standard security policies and practices to protect your data at every stage. This includes strong access controls, encryption, regular system monitoring, and ongoing staff training to ensure compliance with the latest security standards. Security isn’t just a one-time effort for us—it’s an ongoing priority and one of our promises. You can feel confident that your information is safe and handled with the utmost care.