A 3-month coaching program to help you simplify and organize your financial life to retire sooner without the guesswork or generic advice

Yes, I Need This!

Retirement isn’t just an age. It’s a new and exciting phase of life.

 

Imagine stepping into retirement sooner than expected, with the freedom to fill each day with what you love as well as new and exciting opportunities. 

 

This is why I created my signature program, where your dreams drive your retirement, not just your finances. I believe retirement is about so much more than money—and so should you.

You’ve built a fulfilling life with hard work and purpose, and now you’re ready for a retirement that feels just as rewarding.

 

You’ve balanced work, family, and commitments with dedication—now it’s time for a retirement where you can focus on what truly brings you joy.

 

You’ve invested in others and your career; now, you’re excited for a retirement that lets you invest in yourself and new experiences.

Inside my signature coaching program, I’m going to show you how to create a clear vision for retirement, confidently manage your finances for an easy transition, and detail a step-by-step plan—so you can step into retirement with purpose, freedom, and peace of mind.

 

I promise that when you create a retirement dream that truly aligns with your values and fills you with confidence, you’ll be empowered to pursue it without hesitation.

 

When you create that dream and build a strong financial foundation, you’ll be able to:

1

 

Step into retirement with confidence, knowing you have a clear plan rooted in both financial security and purposeful living.

 

2

 

Live a fulfilling retirement, where you’re free to explore passions, travel, or spend more time with loved ones—without financial stress.

3

Feel secure and prepared for unexpected expenses or life changes, backed by a sustainable and flexible budget.

 

I'm Ready!
From Angela:

”
Plan more effectively for future expenses 

 

The Plan Ahead Method for tracking bills and saving for bigger, less frequent expenses like Christmas, travel, kids hobbies, etc. has been so easy to use and has definitely helped me see more clearly where our money goes and to plan more effectively for future expenses.

 

 

 

Imagine retiring 2-3 years earlier than you thought possible, with a strategy in place that ensures your savings support the lifestyle of your dreams.

Imagine living a retirement free from financial worry, where every day is filled with activities you love, and your money continues to work for you.

Imagine feeling grateful for the life you’ve created and confident that if anything changes, you know exactly how to shift to stay on track and keep your retirement dreams alive.

Imagine stepping into a future where you’re not just financially prepared, but living a fulfilling, stress-free retirement—one that’s possible because you took the steps to plan now.

Show Me How!
Hi there! I’m Dalene, your Financial and Retirement Lifestyle Coach
Avid fiction reader and spreadsheet extraordinaire!
 
After spending 15 years on my personal finance journey to retirement, when I reached financial independence, my passion became helping other women and couples make retirement possible. 
 
Having been in this retirement phase for over two years, I know the little things you should also be concerned about planning and preparing.

 

Hint: It's more than just money!

The Retirement Mastery Framework

Your roadmap to retiring in the next 5 years with confidence and clarity

Pillar One
Dream Builder
  • Shift your mindset and explore new perspectives on retirement
  • Clearly define your retirement goals and purpose
  • Discover what truly matters to you and how it shapes your ideal lifestyle
  • Create a personalized plan that aligns with your dreams and values
Pillar Two
Build Financial Strength
  • Build an emergency fund to cover unexpected expenses
  • Create a simple plan to pay off high-interest debt
  • Design a flexible budget that puts you in control
  • Get a clear picture of your finances to make better choices
  • Set up a simple system to track and manage your money

Pillar Three

Retirement Roadmap

  • Estimate your retirement expenses with clarity
  • Map out your incomes sources for steady retirement income
  • Align your income and expenses for long-term security
  • Gain peace of mind with a clear retirement plan

Pillar Four

Acceleration Strategies

  • Intentional Spending
  • Values Alignment
  • Financial Purpose
  • Additional Income Streams
  • Investing Options
  • Others, etc.

I created this program to help real people break free from the rigid formulas of traditional financial advice. It offers a holistic approach to retirement planning, considering all areas of life—just like the wheel of life—so you can build a retirement that’s not just financially secure, but fulfilling and purposeful in every way…because retirement is about more than just money.

Let's Do This!

The Financial Freedom Accelerator Includes…

 

  • Bi-weekly live coaching sessions: 6 one-hour video sessions for strategy and guidance

  • Bi-weekly Voxer coaching for additional support, exploration, and exercises

  • Free access to the “Make Retirement Possible” Membership for ongoing resources (or just turn into a client library)

This program is perfect for you if:

 

  • You’re ready to take control of your retirement and stop feeling overwhelmed by the unknowns.

  • You’ve been struggling with cash flow or feeling uncertain about your finances, but ready to make retirement happen.

  • You want a retirement that reflects your true self, but you’re uncertain about what that looks like financially and day-to-day.

WITH THE FINANCIAL FREEDOM ACCELERATOR, YOU WILL 
  • Gain a clear and actionable vision for your retirement, including understanding your goals and how to achieve them with confidence.
  • Master the ability to manage your cash flow effectively creating a sustainable budget that balances current needs with future retirement savings.
  • Achieve peace of mind with a clear understanding of your financial situation and how to maintain stability and growth towards a comfortable retirement.
 You're just one step away from retiring on your timeline!

 

Let's Chat!
Frequently Asked Questions