get her done

Become a Member...Join Our Movement We're a Group of Women with One Mission...

To create HappiHER, HealthiHER & WeathliHER lives for ourselves and those we love. Join the industry's ONLY retirement readiness membership program and community...just for women. You don't have to figure all this out on your own. Let's RetireTogethHER & Get Her Done. "An incredible value." -Beth C.

Benefit #1 Am I Ready for Retirement Assessment

$1,000 value

A comprehensive assessment to identify your gaps and opportunities in your health, wealth & happiness. This is a valuable benchmark and sneak peek into ways you could improve your outcome.

Benefit #2 One Year Subscription to Our Software

$96 value

Your retirement control center is an easy to use software platform we created to learn, envision, assess, plan and take action.

Benefit #3 Monthly Group Coaching Session (via Zoom)

$1,800 value

Collaborate with us and your peers to help you with your biggest retirement obstacles and challenges. A new retirement strategy is also taught each month.

Benefit #4 8 Hour Masterclass (8 one-hour modules)


$300 value

The industry’s most complete retirement planning masterclass. 8 hours of basics and strategies so you can truly know more about yourself and your money.

Benefit #5 Unlimited Access to All Webinars & Educational Materials

$1,000 value

We produce a wealth of retirement content, keeping our finger on the pulse of the industry’s most objective ideas & strategies.

Benefit #6 Access to Private FB Community


The private Facebook membership community is where you can communicate with your peers, post questions and comments and take advantage of the myriad of posts we share.

Benefit #7 Multiple Service Discounts

$900+ value

You’ll have access to various discounted services, exclusive to members including: a discounted financial plan, tax plan, trust & will, Medicare planning, Her Retirement coaching and other services.

Benefit #8 Her Retirement Book & Other Goodies

$1,000 value

Enjoy a hard-copy and electronic version of our Big Book of Retirement Qs&As. You’ll also received some other Her Retirement imprinted items.

Membership is only $97/month (a $6,000 value)

If you have a dream to live a better retirement (whether that’s more health, wealth and/or happiness), we’re going to show you exactly how to Get HER Done.

The goal of the Her Retirement Membership program is to teach you everything you should know about yourself, your money and your retirement…and to make sure you take action on everything you learn (vs. just dreaming about it).

We’re going to do this together, while having some fun (yes, retirement readiness can be fun) with like-minded women who are on the same journey to and through retirement.  Retirement is better for those who have prepared for it. Period.   #RetireTogethHER

The Her Retirement Membership is the FIRST of its kind in the industry and we’d love to have you join us. Are you ready to Get HER Done? We are.

Spots are limited so join today.