You may be wondering "Am I on track for retirement?"
You’ve worked hard, saved what you could, and tried to make smart decisions, but the closer you get to retirement, you begin asking yourself:
How much is enough to retire?
When can I actually stop working and will I be okay?
What expenses should I expect and how do I plan for them?
What if I make a mistake or missing something I should do?
If you’re tired of guessing, avoiding, or feeling overwhelmed…
The Retirement Roadmap Session is your answer
What is the Retirement Roadmap Session?
A private coaching session for women and couples over 40 who are wondering:
✨ Where do I even begin planning for retirement?
✨ How much do I need to retire?
✨ Are we behind?
✨ How do I know if we're saving enough?
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.
Investment: $299
+ includes custom retirement roadmap, action steps, scorecard, and bonus worksheets
Let's Get Started
Imagine This...
You finally understand your numbers; what you have, what you'll need, and how to fill the gap.
You feel confident in your retirement decisions because they're based on facts not fear.
You stop avoiding your budget and start seeing it as a tool for freedom.
You stop wondering if you're on track and start knowing you are.
Inside your session we'll cover:
✅ Your current financial situation: income, expenses, savings, debt
✅ What retirement means to you: lifestyle, purpose, goals, timing
✅ Key retirement components: Social Security, Medicare, savings access and withdrawal timing
✅ How much you need to retire based on your goals and expenses
✅ What to prioritize (and what you can stop stressing about)
You don't need more information. You need a plan. Let's build it together.
What You'll Walk Away With:
✔️ A clear snapshot of your current financial situation
✔️ Your personalized FI (Financial Independence) number
✔️ A step-by-step roadmap to bridge the gap to retirement
✔️ An assessment of your retirement readiness and where to focus next
✔️ Action steps and tools to make progress right away
✔️ A renewed sense of direction — no more guesswork
What That Means for You:
✨ Confidence in your ability to retire with peace of mind
✨ Hope and excitement about your future to eliminate fear or doubt
✨ Feeling in control of your money instead of behind or overwhelmed
✨ A financial plan that fits your life, not a one-size-fits-all
✨ Motivation to stay on track because the plan makes sense to you
✨ Empowerment to take bold action — even if you’ve avoided money before
Client AQ
Dalene has helped me to view our finances in a totally different way that supports having a "budget" and stewarding our money better without so much loose spending while not actually having to have a strict budget and track all expenses.
Client JK
Working with Dalene was a game-changer for my financial journey. I knew I was doing okay, but had no system to manage my money. Dalene showed me the power of laying out my numbers and tracking them.
Hi, I’m Dalene Higgins
As a retirement coach, I help women and couples over 40 understand their finances and take bold steps toward retirement. In the 2 hour session, we define these bold steps together.
My approach is simple, supportive, and designed to meet you where you are. Together we'll create a path that works for you because you deserve a retirement you can actually look forward to.
A little about me...
I’m a total numbers nerd and an avid fiction reader (yes, I even track my reading habits in spreadsheets!). And before retiring, I spent years teaching law enforcement officers how to budget. So trust me, if I could get them to love budgeting, I know I can help you too!
If you have questions about coaching or the session itself, please schedule a free call and let's chat.
Book Your Call Now
