Retirement Ready Planning Workshop for Women and Couples
Create your retirement plan in one day without guesswork and overwhelm
The Retirement Ready Workshop helps women and couples over 40 go from wishful thinking to creating an action plan so you can feel confident and in control of your retirement timeline.
Your investment for this one-day, clarity-building workshop is just $47
I Get It! Retirement Planning Feels Overwhelming…
You’ve thought about retirement and “what do I need to do” on and off for years. You’ve saved when you could, chipped away at debt, and kept track of your spending as best you could, but somehow it doesn’t feel like it’s enough.
Your thoughts still have you doubting your efforts:
• “Am I saving enough?”
• “Am I on track to retire when I want?”
• “Should I focus on paying off debt or boosting savings?”
• “What if I’ve already made mistakes that set me back?”
You’re tired of guessing and feeling anxious every time the subject of retirement is mentioned or crosses your mind.
You want clarity, confidence, and a practical path forward, some guidance you can take action on today that isn’t confusing or overwhelming.
The good news? There is a way forward. You don’t have to figure it out alone, and you don’t need to spend months stressing over spreadsheets, calculators, seminars, and conflicting advice.
Ready to finally know where you stand and how to take action?
The Retirement Ready Planning Workshop gives you clarity on the efforts you’ve already taken, helps you identify your gaps and areas for focus, and supports you in defining your next actionable steps so you can move forward with confidence and a clear timeline for retirement. Join me in the next workshop:
Saturday, January 24, 2026
9:00 AM MST/11:00 AM EST
Can’t make this date? View upcoming workshop dates HERE.
What you’ll get
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Live 1-Day Virtual Experience
A guided, interactive workshop broken into three 1-hour sessions with simple, action-focused exercises between each session to help you make real progress toward your retirement goals in a single day.
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One-Page Financial Snapshot
Get a clear view of your current progress and retirement timeline without overwhelm, confusion, or trying to sort through endless numbers.
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Snapshot Review & Action Steps
Review your personal financial snapshot to identify strengths, gaps, and opportunities. You’ll walk away with immediate action steps you can take immediately.
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Retirement Readiness Foundations
Learn the essential components of retirement readiness so you can understand what truly impacts your retirement future.
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Personalized Coaching Support
Receive individualized coaching and guidance tailored to your situation so you finally get clarity without feeling stuck, behind, or alone in the process.
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Confidence in Your Timeline
Imagine knowing exactly where you stand and what’s needed to move forward. No more restless nights or worrying you’re falling behind. You’ll leave with clarity and peace of mind around your true retirement trajectory.
What’s inside
Session 1: Define Your Timeline & Begin Your Snapshot
You'll determine how many years until your target retirement, explore what beliefs might be keeping you stuck, and complete the first section of your Financial Snapshot to establish your starting point.
Session 2: Your Numbers & What They Mean
Review your progress from Session 1 and move into Section 2 of your Financial Snapshot. You'll enter the key numbers that reveal your current financial position, learn what these numbers tell you about your retirement readiness, and get personalized guidance to understand exactly what they mean for your timeline.
Session 3: Your Action Plan & Next Steps
Define your immediate next steps based on what you've learned completing the financial snapshot. We'll review common myths or mistakes to avoid as you implement these changes, discuss your key takeaways, and answer any final questions so you leave feeling confident and ready to move forward.
About Me
I created this workshop because I know what it feels like to want retirement, but have no real way to measure whether you’re actually getting there.
I didn’t have a roadmap, a system, or someone to show me what mattered most, so I spent years guessing, stressing, and hoping I was “doing it right.”
Along the way, I realized that retirement doesn’t come together by accident it comes together with clarity, focus, and knowing exactly how your decisions today shape your future results. I don’t want you to have to figure that out the hard way, like I did.
Looking back, I can clearly see the few pieces that make all the difference… and this workshop is designed to give you those pieces right from the start.
I promise you will leave feeling more prepared, capable, and in control. You’ll have a clear picture of what retirement requires, where you stand today, and the key adjustments that will make it achievable for you, whether your retirement is 5, 10, or 20 years away.
You didn’t land here by accident.
You’re here because retirement matters to you. You’re not willing to just leave it to chance anymore.
You’ve tried doing this alone.
You’ve tried hoping it will just work out.
Now it’s time for a smarter, clearer, more supported way forward.
This workshop is your opportunity to stop guessing and start planning, for you, your life, and your timeline, with a framework that finally makes sense.
Let’s do this inside the Retirement Ready Planning Workshop I’ll guide you every step of the way.
Anticipated future workshop dates
April 4th
August 15th
October 17th
✺ Frequently asked questions ✺
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.