If you're looking for a smooth transition to retirement, and prefer a self-paced style of learning - with impactful teaching and expert insights - this membership is for you!
In the Make Retirement Possible Membership, you will gain the tools and support needed to effectively manage your cash flow and create a clear, personalized retirement plan.
Throughout the course, bite size lessons will deliver step by step how to take control of your cash flow, create a dream retirement lifestyle, and how you can best close the gaps to achieve a successful retirement.
Live (and recorded) Q&As and quarterly strategy sessions will support you on your journey as you create your plan for a secure and fulfilling retirement.
Why the Membership?
You’ve worked hard throughout your life and now you’re facing the challenges of planning for retirement. But with so many questions and uncertainties, it’s easy to feel lost.Â
The Make Retirement Possible Membership offers a clear path forward, helping you:Â
Take Control: Gain mastery over your cash flow and spending habits, setting the foundation for a secure retirement.Â
Create Your Dream: Clarify your unique vision for retirement, moving beyond societal expectations to what truly matters to you.
Identify the Gap: Understand the difference between where you are now and where you need to be to achieve your dream retirement.Â
Work the Process: Implement a proven, step-by-step approach that will help you close the gap and move confidently toward your goals.
What You'll Find Inside:
TRAINING VAULT - Structured lessons, worksheets, and video trainings are designed to guide you in developing your personalized retirement plan. Whether you’re managing cash flow, defining your retirement vision, or tackling other essential aspects, these concise and engaging trainings will help you take actionable steps. Dedicate 45 minutes to an hour each month to learn and implement new strategies tailored to your needs.
Q&A SESSIONS - To ensure that you don't feel alone while on this self-paced journey, you'll have access to monthly Q&A sessions to help solve any challenges or hurdles you face. Even if you can’t attend live, you’ll still have the opportunity to submit your questions and have them answered.
QUARTERLY STRATEGY SESSIONS -Â To support you even further, you'll receive a personalized 60-minute 1:1 strategy session every 3 months to help you customize and personalize your retirement plan.
Step-by-Step Guide to a Dreamy Retirement
- MASTER CASH FLOW CONTROL -Â Developing a budget and cash flow system through the Money Mastery Method, as taught in my 1:1 coaching, will help you understand where your money is going and maximize its support for your financial goals.
- DEFINE YOUR RETIREMENT GOALS - Design your ideal retirement—where you want to live, the activities you want to enjoy, and the overall lifestyle you envision to help you figure out how much you’ll need to retire comfortably.Â
- CREATE A BUDGET FOR RETIREMENT - Estimate all potential retirement costs and income, the various phases, and ways to prepare for longevity.Â
- BUILD YOUR RETIREMENT PLAN - Define the retirement gap, and then break down your plan into manageable goals and timelines.Â
- BUILD A SOLID SAVINGS PLAN - Develop a savings plan that ensures your financial stability now and throughout retirement. Learn how to build a solid foundation and anticipate your future needs and required amounts.
- TACKLE DEBT - Develop a debt repayment plan supportive of your desire for either before or after retirement, and establish a strategy for managing debt throughout your retirement years.
- PLAN FOR SOCIAL SECURITY, PENSION, AND MEDICARE - Understand how and when to claim Social Security Benefits, pension benefits, and understanding Medicare options and additional coverage.
