Map Your Money To Retirement
A Peek At Progress. A Clear Focus Forward.
In this hands-on money workshop, you’ll take an honest look at your finances, uncover what’s working and what’s not, and build a clear, personalized plan that creates real momentum toward your goals, now and into retirement.
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.
Introducing the Map Your Money Workshop
This workshop helps you:
Identify the patterns creating stress, confusion, and gaps in your financial progress
Review where your money is going and understand what your numbers are really telling you
Clarify your goals and timeline so you know what to prioritize first
Align your money to support both your current life and long-term goals, including retirement
Walk away with a clear personalized action plan, knowing what to do now and what to focus on next
Join me in the next workshop:
Saturday, April 11, 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:
June 13th, Aug 15th, and October 24th.
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
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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.
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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.
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Snapshot Review & Action Steps
Review your personal financial snapshot to identify strengths, gaps, and opportunities. You’ll walk away with immediate action steps.
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Retirement Readiness Foundations
Learn the essential components of retirement readiness so you can understand what truly impacts your retirement future.
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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.
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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.
How We’ll Map Your Money To Retirement
Topic 1: Peek At Progress
Take an honest look at your current financial picture by reviewing your numbers and assessing your progress so far. You’ll identify what’s working, where gaps exist, and what may be quietly slowing you down.
Topic 2: Goals and Timeline
Clarify what you want your next few years and retirement to look like. Together, we’ll connect your goals to a realistic timeline so your financial decisions start supporting where you actually want to go.
Topic 3: Align Your Money
Create a practical plan that brings your daily finances and long-term goals into alignment. You’ll outline the foundational priorities and next steps needed to support your life today while moving confidently toward retirement.
About Me
I created this workshop because I know what trying to figure it out on your own feels like. Trying to juggle the goals, dreams, and financial responsibilities of life and plan for retirement as well.
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 plan of action. A clear picture of what you need to fund your current goals and make retirement possible.
Missed the Workshop?
Book a Retirement to Roadmap Call to create a plan for retiring by 60 and find simple ways to save more while still enjoying today.