STOP worrying about retirement and KNOW that you have enough money
No matter your starting point, you CAN get set up to retire comfortably
Truly understand your current financial situation and what it really takes to retire
Get a realistic retirement plan (that even those who don't love math can understand)
Retire comfortably knowing you have enough tucked away to ENJOY the next phase of life
So you're ready to tackle retirement planning, but wondering where do you even start?
You’ve worked hard all your life to build financial security, and you know that retirement is within reach, but you continually ask yourself, “Am I on track for retirement?”
You're finally carving out time and space to focus on your future, but as you start searching how do I start a retirement plan, you feel overwhelmed by all the financial advice and unsure how it applies to your unique situation.
It's time to take control of your retirement with a clear plan that lets you enjoy life NOW while planning your dream retirement.
BUT HOW?
START HERE...
In just two hours, you’ll have a personalized plan to bridge the gap between your current financial life and your dream retirement with the clarity, tools, and confidence to move forward.
Hi, I'm Dalene Higgins CEO and host of the Wealthy After 40 Podcast.
Financial and retirement coaching for women and couples beginning their retirement planning journey to create a personalized path to retirement without second guessing every decision.
My mission is to empower you with clarity and confidence so you can reduce financial stress and feel truly ready for retirement.
I’ve walked this path myself and now, I’m here to help you map yours. Let’s make your dream retirement possible.
It’s nice to meet you!
The Retirement Roadmap Session gives you exactly what you need to take that first powerful step toward a confident retirement, using the foundation of my PATH to Retirement Ready framework.
Discover the PATH to Retirement Ready!
My four-part framework will help you move forward on your retirement journey and adjust as life happens.
This isn’t about fitting into a one-size-fits-all plan. It’s about building a retirement plan that reflects your values, your lifestyle, and your dreams for the future.
Each phase of the PATH will support your knowledge and growth, but be a comfortable meeting place to come back to when life happens.
Your journey is personal and so is how you move through and revisit each of these phases.
Purpose
Get clear on why retirement matters to you
Your journey begins with vision. We uncover what a fulfilling retirement looks like for you, so every financial decision is aligned with YOUR goals and values.
Assessment
Evaluate your financial readiness
We’ll assess where you stand today covering income, savings, debt, retirement needs, Social Security, future expenses, and more, so you know exactly what’s working and where to focus next.
Tracking
Get control of your retirement plans with a budget and savings plan
Together, we create a budget to support now and the future, so you can stop guessing and start feeling in control every month.
Habits
Build sustainable systems and a confident money mindset
From automation to accountability, you’ll create daily, weekly, and monthly habits that make managing your money feel simple and keep your retirement goals on track for the long haul.
I’m here to help you take control of your finances, retire sooner, and transition into retirement with confidence. All without the stress of wondering if you’re doing it right.
No more guessing. No more overwhelm. Just a clear, personalized plan so you know exactly where you stand and what steps to take.
Do you have questions about this session or what it can do for you? Schedule your free call below to learn more!
Let's Chat
