Retirement Ready Starts Here!
Get clarity, confidence, and a personalized path forward without the overwhelm.
You don't need to have it all figured out. You just need a place to start. That's exactly what we'll create together during your Retirement Clarity Session.
Tell Me More
You may be wondering "Am I on track for retirement?"
If you're feeling unsure whether your savings, spending, or strategy are truly leading you toward the retirement you want, now's the time to get clarity. You're not behind, you just need a roadmap and a little expert support.
What is the Retirement Clarity Session?
This isn't a one size fits all financial meeting. It's a private 1:1 coaching session designed to help you:
✨ Get clear on where you stand today
✨ Identify any gaps or problem areas
✨ Create an action plan for your next steps
We'll review the key pieces of your retirement puzzle including your savings, spending, and priorities and I'll walk you through it all with expert support, encouragement, and zero financial jargon.
You'll walk away with your next 3 money moves mapped out, so you know exactly what to do and when.
Let's Get Started
Client BC
So glad I did my work up with you!! I went from paycheck-to-paycheck and making minimum payments on my credit cards to paying off $5k of debt and saving $2500 in 3 months! It makes me happy to open my spreadsheet and see my progress! And it’s definitely helped me curb my non-essential junk spending.
Imagine This...
You finally understand your numbers; what you'll 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 focus on:
Show Me How✔️ Budgeting for retirement in a way that feels aligned and not restrictive
✔️ Clarifying your FI number and retirement vision
✔️ Reviewing your savings strategy and income sources
✔️ Addressing concerns like debt, irregular expenses, and future goals
✔️ Mapping out your personal next steps to feel retirement ready
You don't need more information. You need a plan. Let's build it together.
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.
If you've ever said to yourself:
I want to feel confident and clear about my retirement path, but I'm not sure what to do next...
This session was made for you!
Whether you're just starting to think about retirement or already planning the final stretch, this session gives you a customized roadmap and the peace of mind that comes with clarity.
Let's take the guesswork out of retirement planning
Solving the retirement puzzle, one smart money move at a time
I'm Ready!
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 clarity 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.
