Choose One Goal: Whether it's building your emergency fund, paying off debt, maximizing your retirement contributions, or preparing for early retirement, we’ll focus on the area that matters most to you.

Custom Action Plan: We’ll design a retirement roadmap that’s tailored to your specific situation, breaking down your goal into manageable, realistic steps.

Weekly Accountability: We’ll meet for 30-minute Zoom calls every week for 12 weeks. With just a week between sessions, you’ll always stay on track, making steady progress toward your financial future!

12 Private Coaching Sessions: Weekly 30-minute Zoom calls over 12 weeks—6 hours of dedicated, one-on-one coaching to guide you to retirement success. 

 The 12-Week Retirement Blueprint: A step-by-step action plan designed around your biggest retirement goals. You’ll always know what to do next, with clear, actionable steps that bring you closer to financial freedom. 

 Pre-Coaching Assessment: A detailed questionnaire to clarify your goals, dreams, and financial situation so we can hit the ground running during our first session. 

 The Financial Freedom Planner: Access to my Retire Happy Planner and Mini Course Bundle for organizing your priorities, mapping out savings strategies, and tracking your progress toward retirement. 

 Unlimited Email Support: Need quick advice? Got questions? You’ll have direct email access to me for fast answers so you never feel stuck between sessions.

Create an actionable retirement savings plan that works with their lifestyle. 

Set up a sustainable financial routine that includes saving, investing, and debt management. 

Prepare for early retirement, so they can leave their corporate career and pursue their passions sooner. 

Achieve financial freedom without the stress of strict budgeting. 

Transition smoothly from their current job into a financially secure retirement.