Retirement Ready Coaching
Build a personalized retirement plan with retirement saving strategies that fit your income, goals, and lifestyle.
You don’t need to start over. You’ve already built more than you realize.
It’s time to create a personalized plan and put smart retirement strategies into action so you can retire sooner than you thought possible.
This might sound familiar…
You’ve been contributing to your retirement for years.
But every time you think about retirement, the same questions pop into your mind.
Am I saving enough?
Am I behind?
How much will I actually need?
Should I pay off debt first or invest more?
Am I making the right financial decisions?
You know retirement is getting closer. You know you’ve done a lot of the right things, you just don’t know if it’s enough.
Retirement doesn’t become possible because you found the perfect investment.
It becomes possible because you have a plan you understand and a system you can consistently follow to close the gap.
Most people don’t need more financial information.
They need someone to help them organize their money, make intentional decisions, and take consistent action that makes retirement happen.
Here’s what I want you to know.
Why Retirement Ready Coaching Works
You don't wait to take action. The system gets built while the strategy gets implemented. From session one, you’re taking action.
It's built around your life, not a template. Your numbers, your timeline, your values, your priorities. The Retirement Progress Levers™ work because they start with where you are today and create the fastest path forward.
You're measuring progress from day one. The Retirement Ready Dashboard tracks your numbers, your action steps, and your milestones, giving you a clear view of how every decision moves you closer to retirement.
Clients E&R
Ten months after our first session with you, [we] find ourselves in an amazing place with our finances. We have all of our big yearly payments set aside, buckets for travel, medical, gifts, home repairs, car, etc. filling up quickly. We are pleased with the method you educated us on to help us organize and feel ease and confidence with where our money is going. We are no longer holding our breath with pressure about our future finances but taking deep cleansing breaths. Each month we gain more confidence.
WHO THIS IS FOR
This is for women and couples over 40 who have been saving for retirement but are ready to take a more active role in making sure those savings build and create the life they deserve.
You’ve done many of the right things. You’ve contributed to your retirement accounts, worked hard, and built a solid foundation. But you’re still asking yourself, “Will it be enough?”
It’s time to stop hoping you’re on track and start knowing. That’s where this work begins.
Imagine 6 months from now…
Instead of wondering whether you’re on track… you know.
Instead of guessing how much to save… you have retirement savings strategies designed specifically for your goals.
Instead of feeling overwhelmed by competing priorities… you know exactly what to focus on each month.
Instead of hoping retirement works out… you’re actively making it happen.
Retirement Ready Coaching
A 6-month experience designed for women over 40 who are done guessing and ready to build a real plan. Together, we'll get clear on your numbers, create a retirement strategy built around your life and goals, and work through the savings, debt, and cash flow moves that actually move the needle.
HERE’S WHAT’S INCLUDED
➡ 12 bi-weekly 60 minute, 1:1 virtual coaching sessions
➡ Hands-on support as you implement strategies within all three Retirement Progress Levers™️
➡ Your Retirement Ready Dashboard. A custom Google Sheets tool to track your numbers, milestones, and progress from day one
➡ Messaging support between coaching sessions so you never feel stuck waiting for your next call
➡ Ongoing accountability, education, and strategic guidance as your plan evolves
Your Next Step
The first step is scheduling a Retirement Blueprint Call.
This is a conversation. Not a commitment. It’s an opportunity for us to get to know each other and determine whether Retirement Ready Coaching is the right fit for you.
If we’re a great fit, we’ll discuss the next steps to get started. If we’re not, you’ll leave the call with greater clarity and a better understanding of what to focus on next.
No matter the outcome, you’ll walk away with greater clarity about your retirement and the confidence to make your next financial decision.
Here’s what to expect:
1. We’ll get clear on where you are today.
We’ll talk through your current financial picture, what’s working, and where you feel stuck.
2. We’ll explore where you want to go.
Together, we’ll discuss your retirement goals, the lifestyle you envision, and what’s standing between you and getting there.
3. We’ll determine the best path forward.
I’ll help you identify whether Retirement Ready Coaching is the right next step, what working together would look like, and answer any questions you have.
Hi, I’m Dalene
I created Retirement Ready Coaching because I know what it’s like to wonder if you’re doing enough.
For years, I asked myself the same questions many of my clients ask today. Am I making the right financial decisions? Am I saving enough? Will everything I’m doing actually lead to the retirement I want?
What I discovered is that retirement confidence doesn’t come from saving blindly or hoping it all works out. It comes from having clarity, a personalized plan, and knowing exactly which actions will have the biggest impact on your future.
That’s why this coaching is different.
I don’t hand you a generic retirement calculator or tell you to simply save more. Together, we uncover where you are today, identify your greatest opportunities for progress, and build a retirement strategy that’s personalized to your income, goals, lifestyle, and timeline.
Because you’ve already built something worth protecting.
My favorite part of this work is watching women and couples stop wondering if they’ll ever be ready and start seeing measurable progress. They leave each coaching session with more clarity, more confidence, and a clear next step—knowing they’re actively creating the retirement they’ve worked so hard for.
Questions About Coaching
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I have worked with several individuals in various circumstances and it has supported them in what they needed. As long as you are honest about your situation and willing to put in the work, you will see progress. While I don’t make any guarantees, even those clients who were hesitant about using the specific system I taught, I either tweaked to their personality or showed them how simply it could be used.
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That’s because most budgeting methods don’t reflect real life. My focus is to help you build a system that aligns with your lifestyle, values, and natural money habits, not a rigid set of rules. When it fits you, it works.
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Other than the one hour twice a month, the time spent on managing your money will not be more than 30 minutes a day, if that. And that is only in the beginning. It is important to be aware of our finances daily, especially when making changes. Honestly after a couple months work, you will define a money routine that will be more inclined to what you need and what works best for you and your schedule.
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Maybe. But if you’re not a numbers person, haven’t had much success to date, jumping in with a coach for 3, 6, or 12 months will get you there quicker. I have finished this path and had to figure it out on my own. I truly wished I would have known all of the things I do now, or at least half when I began my 15 year retirement journey.
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It’s never too late. The sooner you get clarity, the more choices you’ll have. This coaching experience is designed to give you support where you need it most. Figuring out how best to close gaps and make the biggest impact is where we’ll start.
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After year of coaching, I’ve realized that individualization and customization is where my clients find the most success. We’ll begin with what I have as a framework and tweak that process until it is working for you.
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ILet’s start with what it doesn’t mean. I won’t just be teaching you a bunch of things and hope they work out. While I have a process and system, if that is not your style I guide you through making it yours. What works best with your skills and personality. I also guide you through making the decisions you have inside you regarding money and retirement. With this guidance, stories and beliefs will rise up that we’ll need to solve together for you to make progress.
