Let's create a vision for your retirement, and learn the best ways to get there!

Join us for our Retire Well group coaching program for fall 2024! We’ll meet together online for 6 weeks to cover topics and exercises that will help you define your retirement and plan for it. You will also learn a DIY approach to your investments so you feel empowered to manage these on your own. I’m excited to offer a holistic and affordable option for financial planning, which is hard to find elsewhere. If you’re young, let’s get you started on the right foot early! If you’re older, and feel like you’re playing “catch-up,” let’s make the most of it. Can’t wait to see you there!

Course fee is $199/month (two payments), or $359 in full (10% discount). Payment fully refundable through 8/29. Optional 1:1 blueprint session is an additional $199. Sign up below.