The Retirement Roadmap Session
A personalized 2-hour coaching experience to help you define your retirement vision, get clear on your current financial picture, and create a personalized step-by-step retirement plan so you can feel confident, gain control, and retire up to 5 years sooner
You’re 45 (or older), the kids are leaving the nest, and suddenly…
Retirement feels a lot closer and a lot more overwhelming.
You’ve been saving here and there. You try to budget. But deep down, you’re not sure if it’s enough.
And the question that keeps circling in your mind is…
“Will we be okay?”
You're curious if you...
Will you have enough to retire the way you want?
Are saving enough, too little, or in the wrong places?
Should you focus on paying off debt or building your nest egg?
It's time to answer those questions together.
Introducing the Retirement Roadmap Session
A 2-hour personalized session, to help you answer all your retirement questions.
We’ll look at your current finances, map out your retirement vision, and walk through the exact steps to bridge the gap between where you are and where you want to be.
This is more than just a numbers review. It’s a holistic, compassionate, and strategic experience that puts YOU back in control of your money and your future.
I'm Ready!
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.
This isn’t a generic consultation or a surface-level chat.
It’s a strategic deep dive into your finances, your goals, and your future.
Inside your session we'll cover:
Your Current Budget
We’ll map out where your money is going so you can see what’s working, what’s not, and where you can create possibilities, without sacrificing what matters to you.
Your Retirement Vision + Budget
What do you want retirement to look like? We’ll define your ideal lifestyle, then build a custom retirement budget that supports... travel, hobbies, freedom, etc.
Your FI Number
How much do you need to retire comfortably? We’ll calculate your personal number and talk through how to get there faster.
What-If Scenarios
We’ll explore options like retiring earlier, paying off debt faster, claiming Social Security later, or increasing savings, and what impact that will have on your situation, so you can make informed decisions with your money.
Your Personalized Action Plan
You’ll leave with clear, practical next steps. No cookie-cutter advice or information you're not sure how to implement.
Investment: $299
This one-time investment can help you feel years ahead in your retirement planning.
You’ve worked too hard to stay stuck in uncertainty.
🔍 What’s Included
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2-hour private coaching session via Zoom
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Personalized prep work to bring clarity before we meet
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Custom budgets and personalized retirement plan
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30 day On-Track call to support your implementation
Next Steps:
- Click the button below to purchase your session
- Select a date and time for your session
- Watch your inbox for email with instructions and prep work
- Reach out with any questions
Let’s get you on the path to a retirement you’re excited about.
💭 Imagine This
You walk away from the session feeling more hopeful, informed, and in control than you’ve felt in years.
You finally understand how your budget connects to your future.
You know where your money is going and how to make it work for the life you want to live, now and in retirement.
You stop spinning your wheels and start moving forward with clarity and confidence.
This Session Is For You If:
✔️ You’re between 45 and 60 and want to get serious about retirement
✔️ You’ve saved some, but feel unsure if it’s enough
✔️ You’re the one managing the money in your household
✔️ You’re craving a clear plan and a financial guide you can trust
✔️ You want retirement to feel possible, not stressful
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 45 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'd rather chat before purchasing, schedule your call below.
Book Your Call Now
