Mirus Planning is a financial planning firm that helps people navigate major life and financial transitions with clarity and confidence. Its guidance is designed for people approaching retirement, going through divorce, selling a business, losing a spouse, or managing inherited wealth. Rather than leading with investment products, the firm takes a planning-first approach, beginning with a complimentary conversation and a review of each client’s broader financial and life circumstances.

Mirus Planning develops a written Financial Life Blueprint tailored to a client’s transition, timeline, and goals. Planning may address retirement income, Social Security timing, withdrawal strategies, tax considerations, divorce settlements, business-sale proceeds, and inherited assets. The firm describes its services as fee-based and fiduciary, and says it does not establish products or accounts during the planning stage. Clients can keep and act on their blueprint independently or seek ongoing guidance. When appropriate, the team coordinates with clients’ tax and legal professionals and adjusts recommendations as circumstances evolve.