Build Your Retirement Plan
Retirement isn't an age. It's a financial goal, and reaching it requires more than hoping you've saved enough.
3 one-on-one sessions · $450
| Account | Where it comes from | Taxes |
|---|---|---|
| 401(k) / 403(b) | Your employer | Usually pre-tax now |
| Traditional IRA | You open it | May lower taxes now |
| Roth IRA | You open it | Tax-free later |
| HSA | With a qualifying health plan | Tax-advantaged |
| Brokerage | You open it | Taxable, flexible |
This is for you if...
You have a 401(k) through work but don't really know how it works or whether it's enough.
You've never actually calculated how much you'll need to retire.
You started saving later than you wanted and want to know what catching up looks like.
You want retirement to be a written plan, not a hope.
How it works
Your Picture
We look at where you are today: your current savings, the retirement accounts you already have, your income and expenses, and what you want retirement to look like.
Your Number
We estimate how much you may need and when, and walk through how each account type works (401(k), IRA, Roth, HSA, and brokerage) so you understand your options.
Your Roadmap
We turn it into a written retirement roadmap with savings targets, a monthly contribution built into your budget, and milestones you can check yourself against.
Retirement calculator
See how your savings could grow and how close you are to your retirement number. Everything is in today's dollars, and the numbers below are an example to start from.
What you walk away with
- A written retirement roadmap
- Clear savings targets and a monthly contribution goal
- A working understanding of 401(k)s, IRAs, Roths, HSAs, and brokerage accounts
- A better grasp of the decisions that shape your financial future
Saved, Born & Built Workbook
Section Six, Wealth Is Built, covers assets vs. income, protection gaps, and the long-term picture.
Get the workbook · $37Before you book
Who is this for?
Anyone who wants to understand what retirement could realistically look like and what it takes to prepare for it, whether you're just starting or already have accounts in place.
What should I bring?
Recent statements for any retirement accounts you have, a pay stub that shows your contributions, your budget if you have one, and your Social Security estimate from ssa.gov.
Will you tell me what to invest in?
No. I teach you how each account type and option works so you can make your own decisions. If you want specific investment recommendations, that's a conversation for a licensed financial adviser.
Is this financial advice?
No. This is education and coaching. You make every decision, and I help you build the plan and understand your options.
Ready to find your number?
Three meetings, one written roadmap, and a clear picture of what it takes to get there.
Start My PlanFor educational purposes only. Not financial or investment advice.