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You don’t have to wait for retirement

to take a well-deserved break

You want more out of life than
just work.

You are a passionate professional  committed to growing your career.

But you are also way more than that!

A part of you is begging you to take a break.

A part of you is dreaming of traveling the world, 

meeting new people, and 

having exciting experiences.

Right?

We are here to tell you that you can have both!

 

A successful career AND the adventure of your lifetime!

Middleton Team

WHEN FINANCE EXPERTISE & PASSION FOR TRAVEL MEET

Middleton & Company is not your typical financial planning firm.

We of course know our numbers, and we love them! 

But there is something else we are super passionate about…

TRAVELING!

And we’re here to help you implement smart financial planning so you can travel the world the way you want to!

WE ARE ON A MISSION

to make sabbatical breaks not only possible but also

an important, intentional, and rich part of one’s career.

Will you join us?

We make your sabbatical dream a reality

Why go on A sabbatical?

Going on a sabbatical is more than just taking a long vacation. There are many benefits of taking a sabbatical and many of them can actually help grow your career when you come back!

Wondering if a sabbatical is actually what you need?

HOW DO WE HELP YOU?

Planning a sabbatical doesn’t happen overnight.

Are you having trouble putting all the pieces together so you can commit to making it happen?

Hey, we get it! It’s scary and overwhelming to leave everything we are comfortable with behind!

But what if that jump didn’t have to be so scary?

Smart financial planning CAN HELP!

Reviewing Portfolio

We specialize in helping you save and invest strategically to give you the freedom to take a break.

Our strategies allow for the flexibility of a non-traditional career path while keeping the big picture in mind.

This is your life and your financial future. We give you a chance to think big about what you really want, then we help you break it down into actionable steps.  

It’s time to start LIVING a life that really inspires you!

Our SERVICES

SABBATICAL
PLANNING


Ideal for households with less than $250,000 to invest, who want financial guidance as they prepare for a sabbatical.
Learn more

INVESTMENT ADVISORY SERVICE


Ideal for households with $250,000+ to invest, who want to outsource investment management and tax-efficient saving/withdrawal strategies so they can focus on living the life they’ve saved for.
Learn more

A sabbatical is an extended break to rest travel explore grow ...

GET IN TOUCH!

Life is full of twists and turns — which can be both fun and challenging.

Whether you’re burned out from work or are ready to start something new,

 we’re here to help you think through your sabbatical plan and be smarter with your money. 

Not sure if it’s the right time to schedule a meeting?

Get in touch! Send us a message and let us know what’s on your mind!