get her done
Her RetireMentor Coaching We've Got Your Back
Most retirement planning is just math; ours is part soul-searching and part numbers-crunching. We call it Financial “Life” Coaching because we align your purpose and vitality with your portfolio. When you decide to invest in yourself, you deserve a plan that works regardless of what life throws at you. We’re here to help you Get Her Done… fast.
Planning for this transition is a lot—mentally, physically, and financially. Whether you’re five years out or five months in, the word “retirement” shouldn’t trigger anxiety. It should trigger excitement. We dive into the non-financial essentials—purpose, vitality, and connection—before aligning your wealth to support them. You don’t have to navigate the “what-ifs” alone. Your unbiased thinking partner.
Your Unbiased Thinking Partner
Our RetireMentor™ coaches are your biggest cheerleaders and your honest truth-tellers. You’ll be heard, understood, and guided in the direction that is best for you—not a salesperson. We provide the expert “nudges” you need to cross the finish line with total peace of mind.
The Three Pillars of “More”
Know More: Use our proprietary More for Her Collective software to see your entire financial life in one dashboard.
Have More: Identify “Tax Leaks” and fee inefficiencies that could be costing you thousands in retirement.
Live More: Use the LUCY Method™ to ensure your time and energy are spent on what actually brings you joy.
Coaching & Collective Packages
Her Clarity Check-Up
$325
Best for the woman who has a plan, but wants to ensure she hasn't missed any hidden red flags. We review your readiness assessments to confirm you're on the right track.
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RetireMentor Coach:
One 90-minute private session
Retirement Persona Assessment
Health, Wealth & Happiness Assessment
Personalized next step plan
Two weeks of email support
More for Her Collective Preview:
Know Yourself: Access to Persona & HHW Assessments
Know Your Money: Retirement income calculator
Know Your Plan: Planning process overview
Additional Benefits:
Retirement service recommendations
Retirement Solved e-Book
Her Personal Info & Emergency Planner
$50 Discount to Full Collective Access ($349 vs. $399)
Her Clarity Sprint
$325
Best for the woman feeling stuck or overwhelmed by choices. A high-momentum session to clear the fog, stop the overthinking, and identify your next steps.
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RetireMentor Coach:
One 90-minute private session
Retirement Persona Assessment
Health, Wealth & Happiness Assessment
Personalized next step plan
Two weeks of email support
More for Her Collective Preview:
Know Yourself: Access to Persona & HHW Assessments
Know Your Money: Retirement income calculator
Know Your Plan: Planning process overview
Additional Benefits:
Retirement service recommendations
Retirement Solved e-Book
Her Personal Info & Emergency Planner
$50 Discount to Full Collective Access ($349 vs. $399)
Her Confidence Roadmap
$1,400
A 3 session partnership to move from "Am I okay?" to "I'm in control." We unlock the full Collective resources & coaching to align your money with your newly defined lifestyle.
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RetireMentor Coach:
Three 60-minute private sessions
Retirement Persona Assessment
Health, Wealth, Happiness Assessment
Personalized action plan
Unlimited e-mail support during the program
Collective Full Access:
Know Yourself: Exercises to help you determine your lifestyle in retirement
Know Your Money: Organize & assess your finances (full view into cash flow/budget, net worth & more).
Know Your Plan: Understand what a retirement plan is and the strategies that may work for you
Learn: Personalized e-classes & content
Connect with Experts
Connect with the Community
Communicate with ChatHERBox AI
Additional Benefits:
Retirement Readiness Assessment
Special Bonuses: Retirement Solved book, Emergency planner & HR swag
Discounted Retirement Services
Her Confidence Intensive
$2,600
For the woman who wants a RetireMentor™ by her side for 6 sessions. We unlock the full Collective resources & coaching to align your money with your newly defined lifestyle.
____________________________
RetireMentor Coach:
Six 60-minute private sessions
Retirement Persona Assessment
Health, Wealth, Happiness Assessment
Personalized action plan
Unlimited e-mail support during the progrsam
Collective Full Access:
Know Yourself: Exercises to help you determine your lifestyle in retirement
Know Your Money: Organize & assess your finances (full view into cash flow/budget, net worth & more).
Know Your Plan: Understand what a retirement plan is and the strategies that may work for you
Learn: Personalized e-classes & content
Connect with Experts
Connect with the Community
Communicate with ChatHERBox AI
Additional Benefits:
Retirement Readiness Assessment
Special Bonuses: Retirement Solved book, Emergency planner & HR swag
Discounted Retirement Services
Our RetireMentors Help You...
- Set financial and life goals (financial and non-financial)
- Assess health, wealth and happiness
- Financial/legal inventory
- Conduct current financial check-up
- Set current safe spending (aka budgeting) and savings strategy…even if you’ve never created (or stuck to) a budget before
- Review major financial obligations
- Current and future debt diagnosis
- Analyze savings & investments
- Understand investing vs. keeping money in cash
- Retirement income planning: cash flow analysis, income sources, Social Security, pensions, personal pension, HECM
- Retirement projections & risk education/ assessment (volatilty, inflation, etc.)
- Retirement savings: 401ks, IRAs, Roths: review & adjust
- Tax return analysis and tax planning
- Retirement tax planning: Roth Conversions, HSA, etc.
- Review retirement decisions regarding re-location, housing
- Consider leveraging home equity as an income buffer
- Consider partial retirement/work in retirement and financial impact
- Review insurance needs: STD/LTD, umbrella, life, auto, health
- Explore options for long-term care
- Understand Medicare timing/options
- Review estate planning needs
- Prep for shock events: job loss, divorce, widowhood
- Prepare for other risks
- Handle financial decisions related to adult children (and grandchildren)
Answer Questions such as…
- What steps should I take to become debt-free?
- Is early retirement possible for me?
- How do I determine the rate of return on my investments?
- What’s the most effective strategy for saving for college?
- Do I have sufficient life insurance to protect my family?
- Will I have enough income in retirement?
- How can I leverage my home equity?
- What are my health insurance options after 62?
- How to start a side gig to increase my income
- What do I need to consider when downsizing?
- At what age can I retire comfortably?
- How to protect and grow your money?
- How to protect your health?
- How to leave a legacy?
Our Proprietary More for Her Process
The More for Her Process is a step-by-step journey that helps women truly know themselves, their money, and their plan so they can create a retirement that feels both financially confident and personally fulfilling.
You’ll start by discovering who you are and what matters most through self-discovery tools like the LUCY Method — Live Up, Create You — designed to help you align your purpose, values, and vision. From there, you’ll get clear on your financial picture, explore smart strategies, and build a personalized plan that supports your health, wealth, and happiness in retirement.
It’s more than a planning process — it’s a guided experience to help you know more, have more, and live more.
Still Not Convinced? Here's a Few More Benefits
Our team at Her Retirement embodies the pinnacle of financial education and coaching—experienced, knowledgeable, resourceful, and passionate. We recognize that achieving meaningful, long-term results requires a deep level of care and commitment.
Accountability.
With a RetireMentor coach helping you, you’ll never be left to figure out this whole retirement thing on your own. He/she will keep you accountable and make sure you’re actually planning your retirement vs. just dreaming about it.
Reliable.
There’s lots of myths and misinformation about retirement. It’s difficult to find reliable resources. We aim to change this. Our RetireMentor coaches and provide academically and mathematically proven information and access to industry leading solutions that you can count on.
Comprehensive.
There’s a lot of moving parts to retirement. And some things (like Medicare) are painstakingly complicated. A RetireMentor coach will make sure there’s no stone left unturned when it comes to your retirement readiness…we make sure all your bases are covered. You can have peace of mind knowing that your plan will be complete.
Balanced.
We’re here to serve your best interests. We’re NOT financial advisors. We’re YOUR RetireMentor coach giving you education on the best "plays" to implement in your own retirement “game”. We’ll give you the honest, research backed strategies to consider…the good, the bad and the ugly. You can be sure you’ll receive balanced information and guidance. We guide. You decide.