get her done

Financial Life Coaching+ We've Got Your Back

“One of the greatest values of coaches & mentors is the ability to see ahead what others cannot see and to help them navigate a course to their destination."

When you decide to commit to yourself, invest in yourself and live a better life now and in retirement (regardless of what life throws at you), Her Retirement Financial Coaching+ is here to help you Get Her Done.  

Part soul searching and part numbers crunching, we like to call it Financial “Life” Coaching because we’ll talk about your health, wealth and happiness. We’ll dive into all those non-financial things like purpose, vitality, connection and contributions. And then we’ll focus on your financial wellness so that your money and meaning are in perfect alignment.  This is what Financial Life Coaching+ from Her Retirement is all about. 

We know planning for retirement (financially, mentally, physically) is alot….whether you plan to fully retire, semi-retire or never retire. Just the word retirement, scares the you know what out of many of us, but you no longer have to do any of this stuff alone. We got you.

 

 

Our RetireMentor coaches are friendly, positive and empathetic.  You’ll be heard, understood and guided in the best direction for you. You’ll have unbiased help juggling all your tasks and decisions, and choosing your team of experts. You’ll be held accountable too. You’ll won’t feel intimidated or judged. And you won’t wonder who’s got your back. You’ll simply know.  

The coach you are paired with will be your biggest cheerleader, but will also be honest and real, and give you the nudges you need to Get Her Done.

Ultimately, our coaching not only helps women prepare better for retirement, but also focuses on living well today while fostering a sense of security and peace of mind as individuals embark on this new chapter of their lives.  Whether you live in Boston or Boulder we’re here for YOU.  Are you ready to Know More. Have More and Live More? Let’s Get Her Done.

Our Retirement Financial Coaching+ Programs Give You More

Our Retirement focused Financial Coaching+ programs give you so much more than other financial coaching programs we’ve seen. That’s where the + comes in. You’ll not only receive one-on-one coaching sessions, but also our signature Health, Wealth & Happiness Assessment (and journal), post session action plan, unlimited email support, access to our proprietary retirement well-being software platform, connection to our network of pro’s and private community, along with additional valuable benefits as outlined below. Take a look and reach out when you’re ready to get started on your journey to more.

Get Ready Kick Start

$295

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COACHING:

One 60-minute session retirement/financial coaching (via Zoom)

Health, Wealth, Happiness Assessment

One 30-minute post session action plan review

Unlimited e-mail support for two weeks after session

RETIREMENT READINESS SOFTWARE PREVIEW:

Learn: Personalized e-classes & content

Envision: Exercises to help you determine your lifestyle in retirement

Assess: Organize & assess your finances (full view into cash flow/budget, net worth & more).

Plan: Understand what a retirement plan is and the strategies that may work for you

Implement: Learn about various types of advisors and how a retirement advisor can help you

CONNECT

To our network of retirement professionals

COMMUNITY

Join our private Facebook group for info, support & fun

ADDITIONAL BENEFITS:

Discounted Assessments (see below)

Retirement Solved e-Book

Her Personal Info & Emergency Planner

Get Ready Foundation

$275/session

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COACHING:

Three 60-minute sessions of retirement/financial coaching (via Zoom)

Health, Wealth, Happiness Assessment

Post session action plan

Unlimited e-mail support  during the program

RETIREMENT READINESS SOFTWARE ACCESS:

Learn: Personalized e-classes & content

Envision: Exercises to help you determine your lifestyle in retirement

Assess: Organize & assess your finances (full view into cash flow/budget, net worth & more). Includes 40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)

Plan: Understand what a retirement plan is and the strategies that may work for you

Implement: Learn about various types of advisors and how a retirement advisor can help you

CONNECT

To our network of retirement professionals

COMMUNITY

Join our private Facebook group for info, support & fun

ADDITIONAL BENEFITS:

Discounted Assessments (see below)

Special Bonuses (see below)

Get Ready Intensive

$250/month

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COACHING:

Six Monthly 60-minute sessions of retirement/financial coaching (via Zoom) – 6 month commitment

Health, Wealth, Happiness Assessment

Post session action plan

Unlimited e-mail support during the program

RETIREMENT READINESS SOFTWARE ACCESS:

Learn: Personalized e-classes & content

Envision: Exercises to help you determine your lifestyle in retirement

Assess: Organize & assess your finances (full view into cash flow/budget, net worth & more). Includes 40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)

Plan: Understand what a retirement plan is and the strategies that may work for you

Implement: Learn about various types of advisors and how a retirement advisor can help you

CONNECT

To our network of retirement professionals

COMMUNITY

Join our private Facebook group for info, support & fun

ADDITIONAL BENEFITS:

Discounted Assessments (see below)

Special Bonuses (see below)

Discounted Retirement Services (see below)

Get Smart & Ready Intensive Combo

$325/month

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EDUCATION:

8 Module MasterCourse delivered on-demand

COACHING:

Six Monthly 60-minute sessions of retirement/financial coaching (via Zoom) – 6 month commitment

Health, Wealth, Happiness Assessment

Post session action plan

Unlimited e-mail support during the program

RETIREMENT READINESS SOFTWARE ACCESS:

Learn: Personalized e-classes & content

Envision: Exercises to help you determine your lifestyle in retirement

Assess: Organize & assess your finances (full view into cash flow/budget, net worth & more). Includes 40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)

Plan: Understand what a retirement plan is and the strategies that may work for you

Implement: Learn about various types of advisors and how a retirement advisor can help you

CONNECT

To our network of retirement professionals

COMMUNITY

Join our private Facebook group for info, support & fun

ADDITIONAL BENEFITS:

Retirement Reliability Assessment

Other Discounted Assessments (see below)

Special Bonuses (see below)

Discounted Retirement Services (see below)

(Click the green arrow next to each benefit to see more details )

The industry’s first & only tech-powered platform for women and retirement
Video training
Organizational tools
Retirement resources
17 financial e-class modules
Envision exercises
Financial inventory assessment & gap analysis
Strategies & planning guidance
Implementation guidance/advisor suitability
Free initial assessment
Discounted Services from Vetted Professionals
Trust & Will: 10% discount
i65 Medicare consulting: 10% discount
College Bound. Money Found consulting: 10% discount
Eversafe: 10% discount
CPA financial plan: $250 off
Guidance, training and a supportive community
Platform training (45 min. session w/subscription
Unlimited email software support
Access to private community
Analysis You Need to Make Data Backed Decisions
Retirement Reliability Assessment$200
Portfolio Review & Stress Test$200
Is My 401k Ok?$150
Tax Efficiency Audit$200
Social Security Timing$150
Insurance Inspection$150
Medicare Consult$150
Suddenly Single Analysis (divorce/death)$150
*Note: all of these assessments are provided by a retirement planning expert in our network and are also included when you engage in comprehensive retirement planning with them.
Books, Planner & a Super Fun Tote Bag
Her Retirement No Bag Lady Bag
Retirement Solved Book
HappiHer, HealthiHer, WealthiHer Journal
Her Personal Info & Emergency Planner
Join the More for Her movement. Help us help 1 million women Know More. Have More. Live More.
Receive $50 for any referral who becomes a mastercourse or coaching client
Her Retirement No Bag Lady Bag

Our Coaches 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 Retirement Readiness Process

When you engage in any of our coaching programs, we’ll take your through our proprietary Retirement Readiness process powered by our technology platform. We work with each client to create a customized roadmap toward financial and retirement success. Because what’s happening today is just as important as planning for tomorrow. 

Together we’ll assess and address your gaps, risks and opportunities. As you Learn, Envision, Assess, Plan and Implement, you’ll go from concerned to confident.  Our ultimate goal is to make sure you create and implement a financial life plan for today and tomorrow you not only understand, but have 100% confidence in.

We’re ready to help you on your journey to more. Choose a coaching program below to get started. Questions? Reach out to us at: retire@heretirement.com.

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.