get her donE

Start Here with These Steps Invest in Yourself & Your Future

Retirement Planning is Challenging (& a Little Overwhelming), but...

We Can Get Her Done!

Regardless of your age or affluence, mindset or marital status, retired or preparing for retirement, financially savvy or just starting to learn, here in our platform you will...

  • Learn about finances & retirement
  • Get to know yourself, your money, your goals & dreams
  • Navigate uncertainties & overcome obstacles
  • Identify gaps & understand strategies to fill them
  • Leverage opportunities & make informed decisions
  • Get incredibly ready to retire or edit your retirement
  • Know your financial freedom date
  • Create & implement a plan you understand & have 100% confidence in
  • Enjoy a HappiHer, HealthiHer & WealthiHer life & retirement

Step 1: Find Out if You're Ready

Take Our Retirement Readiness Assessment

Do you have your health, wealth and happiness ducks in a row? Do you know what ducks you need to have to begin with? Take our free Retirement Readiness Assessment to find out. Answer the questions, then our software will analyze your responses and email you a readiness report. Time allotment: 10-15 minutes (depending on how much coffee you've had).

Thank goodness we women aren't afraid to ask for directions. 🙂

Step 2: Watch These Two Intro Videos

The first video gives a short overview of Her Retirement. The second video is an overview of retirement planning and retirement optimized strategies (we call H.E.R.O.S.) that every woman should know about. Simply click the red arrow. Time allotment: 10 minutes. Visit the Her Retirement YouTube channel or Lynn Toomey's TikTok (@HerRetirement) for many more videos.

Step 3, 4, or 5: Get Educated, Get Coached or Get a Plan

You Can Know More & Have More

Powered by people, process and our proprietary software platform, we offer education, coaching and/or planning. Our mission is to assist you on your journey to a better retirement, based on your needs, time and budget. Plus, we create a whole bunch of low cost and free educational resources because we never want lack of money to be a barrier for any woman seeking financial education.

Her Retirement

To dip your toes into retirement planning, learn a bit more about this retirement planning thing, and get to know Her Retirement, we suggest you start with our Her Retirement Roadmap Masterclass. 

The industry’s only program of its kind for women, it’s jam-packed with research-backed and objective education and strategies on the financial and non-financial aspects of retirement. 

You can take the FREE 90-minute intro class for a sneak peek into the full Masterclass and to learn some important retirement planning concepts. You can then sign up to learn A LOT more with the full 8 module, on-demand Masterclass program which offers 10+ hours of e-classes, class materials, software access, group Q&A sessions and more. 

The intro class is free. The full program is only $397 (valued at over $3,300). Plus, we offer a myriad of low cost and free educational resources.

Her Retirement

The goal of Her Retirement coaching 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 guide you through our process identifying  your gaps, risks and opportunities for a better retirement using our proprietary retirement readiness software platform and various tool and resources. 

Through either one-on-one coaching or group coaching with a “RetireMentor”, you’ll take tiny steps and make incremental commitments on your retirement readiness. The goal is to help you make informed decisions and to Know More & Have More…now and in retirement. You won’t have to do this whole retirement planning thing alone. We got you. 

Group coaching subscription is $57/month.

 One-on-one coaching subscription is $97/month or $125/hour.

Her Retirement

Secure yourself, your family, your money and your retirement with a Personal Pension & Protection Plan.  

This isn’t financial planning like the other “guys” do. We focus on life planning with an emphasis on helping you retire with money AND meaning. We’ll talk about purpose, vitality, connections, contributions, and your financial wellness. 

Your plan will include financial components (as needed) such as:  budgeting, borrowing, saving, investing, giving, income, taxes, protection and legacy.  Your plan will include “retirement optimized” financial strategies and products to address  your gaps, risks and opportunities so you can not only Know More & Have More, but get more and keep more too.

Some or all of your plan components may be provided by Her Retirement’s Network of Experts. Fees vary based on your needs and planning components.

Step 6: Get the Book

Get Lynn's Big Book of Retirement Questions & will answer A LOT.

Step 7: Listen to the Podcast

THE podcast for women who want to be HappiHer, HealthiHer and WealthiHer.

Step 8: Join the Her Retirement Community

Join our private Her Retirement community on Facebook. You’ll have access to special content and information not shared elsewhere. You’ll also join other like-minded women on the same journey to and through retirement.

Step 9: Share Her Retirement

with Family, Friends or Co-Workers

Friends don’t let friends retire broke.  Just tell a friend, family member or co-worker about Her Retirement. Or, if you want to earn a passive income referring women to our Masterclass program, you will earn $50 for every student who signs up. Email for details.

Step 10: A la Carte Services & Resources

If, for whatever reason, one of the programs above isn’t right for you at this time, we offer the below services & resources.

RetireMentor Coaching

Your very own retirement advocate. Our RetireMentors provide  financial and non-financial coaching to help you: get going, get organized, take action, stay accountable and in control of the retirement goals you’ve chosen. They can even vet financial & legal advisors for you. You won’t have to worry about who to trust. You’ll simply know. We charge $125/hour for coaching.

Software Subscription

Your personalized retirement control center inventories, organizes and analyzes your entire financial life. It identifies your gaps, risks and opportunities. Robust e-learning, visioning and planning modules allow you to make more informed decisions and take massive action. No more guesswork. You’ll simply know if you’re ready. 

Educational Resources

Be a student and steward of your retirement. We’ve created tons of educational resources in our Learning Center. With so much content and your commitment to learning, you’ll no longer question money and retirement basics (or have the wool pulled over your eyes). You’ll simply know.

Advice from an Expert

Planning for retirement is alot.  So we decided to assemble a Network of Experts who provide financial, legal or other expertise. Don’t see an expert you need in the network? Contact a RetireMentor for help. Each expert has their own service and fee structures. Her Retirement may receive compensation for referrals.