Retirement Ready Workshop for Women & Couples
From Financial Foundations to Money Freedom
This workshop helps you to review your numbers, uncover hidden gaps and opportunities, and build a clear plan to fund your financial goals and prepare for retirement.
You’ll leave with a personalized action plan showing when retirement is possible and the exact shifts needed to make it happen.
Investment $55
I Get It! You’ve saved, budget, and planned…
but it still feels like your goals are out of reach.
You’ve worked hard, chipped away at debt, tracked spending, and tried to prepare for the future, but somehow it never feels like it’s enough.
Your thoughts keep circling back:
Am I saving enough? What about debt?
How do I balance all of my priorities?
Am I on track for retirement while still trying to enjoy my current life?
What if past choices have set me back?
It’s exhausting to keep worrying and second-guessing every financial decision. You want clarity, confidence, and a plan to move forward without confusion or overwhelm.
The good news? There is a way forward. You don’t have to figure it out alone, and you don’t need months of spreadsheets, calculators, seminars, or conflicting advice.
Ready to finally know where you stand and know how to take action?
The Retirement Ready Workshop will support you in calming the noise around money, ending the second-guessing, showing you what matters most, and giving you a plan you can trust so you know how to make progress with your money and your goals.
I hope you’ll join me in the next workshop:
Saturday, April 4, 2026
10:00 AM MDT (12:00 PM EDT)
2-HR Workshop
Can’t make this date?
The remaining 2026 Workshops are tentatively scheduled for:
August 15th and October 17th.
Be sure to join my email list to be notified of any changes to dates above, as well as any new pop-up dates.
What you’ll get
-
Live 1-Day Virtual Experience
A guided, interactive 2 hour workshop broken into three sessions with simple, action-focused exercises between each session to help you make real progress to creating your plan.
-
One-Page Financial Snapshot
Get a clear view of your current progress and retirement timeline without overwhelm, confusion, or trying to sort through endless numbers.
-
Snapshot Review & Action Steps
Review your personal financial snapshot to identify strengths, gaps, and opportunities. You’ll walk away with immediate action steps.
-
Retirement Readiness Foundations
Learn the essential components of retirement readiness so you can understand what truly impacts your retirement future.
-
Personalized Coaching Support
Receive individualized coaching and guidance tailored to your situation so you finally get clarity without feeling stuck, behind, or alone in the process.
-
Confidence in Your Goals
Imagine knowing exactly where you stand and what’s needed to move forward. Know how to take action with multiple goals competing for your money.
What’s inside
Topic 1: Define Your Timeline & Begin Your Snapshot
You'll determine how many years until your target retirement, explore what beliefs might be keeping you stuck, and complete the first section of your Financial Snapshot to establish your starting point.
Topic 2: Your Numbers & What They Mean
You will be guided through the completion of the One Page Financial Snapshot and get support with reviewing the numbers and what they mean. You’ll start identifying gaps and uncover opportunities to improve your financial picture.
Topic 3: Your Action Plan & Next Steps
Define your immediate next steps based on what you've learned completing the financial snapshot. We'll review common myths or mistakes to avoid as you implement these changes, discuss your key takeaways, and answer any final questions so you leave feeling confident and ready to move forward.
About Me
I created this workshop because I know what it feels like to want to be retirement ready while also juggling the goals, dreams, and financial responsibilities of life — and not have a clear way to measure whether you’re actually on track.
I didn’t have a roadmap, a system, or someone to show me what mattered most, so I spent years guessing, stressing, and hoping I was “doing it right.”
Along the way, I realized that financial confidence and retirement readiness don’t happen by accident. They come from clarity, focus, and understanding exactly how your decisions today shape both your short-term goals and long-term future.
Looking back, I can see the few key pieces that make all the difference, and this workshop is designed to give you those pieces right from the start.
I promise you’ll leave with clarity, confidence, and a roadmap for action. A clear picture of what you need to fund your current goals and make retirement possible.
Missed the Workshop?
You don’t need to wait.
With the Financial Foundations Strategy Intensive, you can work with me 1:1 to assess your finances, identify opportunities, and build a personalized action plan to help you reach your goals and retirement.