The Retirement Reality & Readiness Session
A 90-Minute Private Clarity Session — $297
If we’re honest, retirement can make us feel:
• Unprepared
• Overwhelming
• Slightly avoided
• “I’ll deal with it later.”
Inside my Bridging the Gap cohort, when I asked women to describe how they felt about retirement, they said:
“Impossible.”
“Unprepared.”
Not because they weren’t smart.
Not because they weren’t earning.
Not because they weren’t saving.
But because they had never actually built their retirement lifestyle budget and run the real math.
And until you see it on paper, it’s easy to push it under the table.
The Moment Everything Shifts
When we create a retirement lifestyle budget and pull current numbers together, something powerful happens.
Women have said:
“Oh my gosh, I haven’t even considered that.”
“It made it more realistic.”
“Looking at the numbers come together was a wake-up moment.”
“It felt difficult… but I’m glad we’re doing this now.”
Yes — it can feel confronting.
But what follows is relief.
And motivation.
And confidence rooted in truth.
Because now you know.
And when you know, you can adjust.
What We Do In This Session
During your 90-minute private session, we will:
✔ Build or refine your retirement lifestyle budget
✔ Calculate your true retirement number
✔ Identify your retirement gap
✔ Stress-test your current savings trajectory
✔ Identify 2–3 strategic adjustments you can begin implementing immediately
You will walk away with:
• A clear number
• A realistic view of where you stand
• A focused next step
• Renewed motivation to keep going
This is clarity — not theory.
Who This Is For
This session is designed for women who:
✓ Are already saving something for retirement
✓ Open my emails because you care about getting this right
✓ Suspect you may not be optimizing fully
✓ Want personalized clarity before committing to a full transformation
This is not for someone who wants shortcuts.
It’s for someone ready to look at the numbers — calmly and confidently.
What This Session Is Not
This is not the full Bridging the Gap program.
In this session, we will not:
• Engineer your complete investment allocation
• Design advanced tax strategies
• Map long-term withdrawal sequencing
• Rebuild every retirement account
This session gives you clarity and direction.
If you decide you want full implementation and guidance, that’s exactly what Bridging the Gap is designed to provide.
No pressure. Just the next step when you’re ready.
Investment: $297
A small investment compared to:
• A six-figure retirement gap
• Years of uncertainty
• Or waking up at 62 wondering what happened
👉 Reserve My Session – $297
After purchase, you’ll immediately receive:
• Your Retirement Snapshot Worksheet
• Instructions to book your session through Acuity
• Preparation guidance so we make the most of our time
Limited private sessions are available each month.