When was the last time you reviewed your financial situation? 

Just like Spring cleaning your house, it’s a really good idea (and cathartic) to Spring clean your finances.

In my new 90-minute Spring Clean Your Finances workshop you’ll clean up and clean out anything that’s not serving you financially any longer, while also determining your gaps, risks and opportunities for wealth building. You’ll benefit from valuable information, insights and exercises…all designed to help you be HappiHer, HealthiHer & WealthiHer this Spring and beyond.

Doing a financial clean-up like this can be a little stressful sometimes, but that’s why my goal is to make this session as non-intimidating, judegement-free and enjoyable as possible. The group will be limited in size to keep it intimate with as much interaction as possible. 

We’ll talk about money AND meaning, aligning our money and life priorities. We’ll talk about money mindset, habits and challenges we’re each facing. Rubber gloves optional. There is a small fee of $27 to attend the workshop. 

The workshop will  take place via Zoom on: 

Wednesday, May 8 

6:30-8:00pm (est) with Q&A following

Fee: $27 per person

 * Registration will be limited to the first 20 people to sign-up *

After signing up, you’ll receive an email with more details.


NOTE: After you submit the form you’ll be directed to a page to process your payment. Thank you! We look forward to seeing you in the workshop.

What you’ll get from this workshop

Prioritizing Your Money & Meaning

We'll complete a few exercises to make sure your money and life priorities are in alignment. 

Your Financial Inventory

Using our proprietary software, you'll start a financial inventory and do some basic financial projections.

Your Gaps, Risks & Opportunities

The software will identify your gaps, risks and opportunities for building more wealth.

Your Financial Check-Up Checklist

We'll review an 8-part financial check-list to make sure you're money bases are covered.

Community & Confidence

You don't have to figure out this money stuff alone. You'll be in a community of women led by a friendly and competent coach. You'll walk away with more clarity & confidence, and a Get Her Done list.

“Thank you Lynn for all you do to educate women and empower them to live a better life and retirement.”  -Christine B

About Your Host, Her Retirement Founder & RetireMentor Lynn Toomey

Raised by a single mom, Lynn Toomey learned some early life lessons about life, love, family and finances. The best piece of advice her mother shared, “Get an education and make sure you can take care of yourself.” Lynn followed her mother’s advice and then some. As a GenxHer, Lynn spent her early career launching and marketing high-tech start-ups. After “retiring” from that world, Lynn became passionate about finances, women and retirement, and Her Retirement was born. She’s now a financial/ retirement educator, speaker, writer and coach.

Watching her mom handle life, career and four kids almost single-handedly is the inspiration behind Her Retirement. “I don’t want women to have to go solo or simply follow their partner’s lead when it comes to finances. Instead, I want women to have financial understanding, independence and confidence. Lynn believes the Her Retirement wellness platform, with it’s educational focus, coaching, technology tools, connections and community will make preparing for retirement easier and living in retirement dreamier for women everywhere. Lynn truly believes that knowing more means having more. And every woman deserves this “more” than ever. 


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