PRIVATE COACHING
PACKAGE DETAILS
CHECK AVAILABILITY
Contact Lori's office for a prompt reply to see if she has a calendar opening to coach you on this very coaching topic.
GETTING STARTED
AFTER you've been informed you will be coaching with Lori, you will be asked to share some information as to your current financial status/goals to help Lori get to know what you hope to get out of coaching with her in regards to this particular coaching package.
COACHING PACKAGE #4
RETIREMENT READINESS
Are You Really Ready To Retire? Be Honest!
with Lori Wilson, Your Money Coach
COACHING DETAILS
The clock is ticking, and whether retirement is decades away or just around the corner, now is the time to take control of your future. Without a clear plan, you’re gambling with your financial security. Planning for retirement is more than just saving, it’s about building a roadmap that ensures you can live the life you want, on your terms.
In our Planning For Retirement session, we’ll cut through the confusion and get serious about creating a plan that works for you. Don’t leave your future to chance, take action now and make sure of the retirement you deserve.
You’ll walk away with:
- A personalized strategy that shows exactly how much you need to save for your ideal retirement.
- Smart ways to make the most of your retirement accounts, like 401(k)s, IRAs, and other savings options.
- Actionable steps to ensure your money lasts throughout retirement, from Social Security planning to managing your retirement income.
- Confidence in your financial future with a plan that’s tailored to your life, not a one-size-fits-all approach.
This isn't just another retirement talk, it's your chance to take control of your future and create a retirement plan that works. So, are you ready to secure your retirement?
TOPICS COVERED
No matter where you are in your retirement journey, we’ll focus on and prioritize key areas to help you create a personalized retirement plan:
1. Retirement Savings → Wondering if you’ve saved enough? I’ll help you assess how much you’ve saved and how much more you need to reach your retirement goals. We’ll create a plan that balances saving and spending, so you’re ready when the time comes.
2. Maximizing Retirement Accounts → Unsure how to make the most of your 401(k), IRA, or other retirement accounts? We’ll walk through your options and find the best strategies for maximizing your retirement savings and getting the most out of your accounts.
3. Income Planning for Retirement → Worried about how long your money will last? I’ll guide you in creating a plan that ensures you have a steady stream of income throughout retirement, including strategies for Social Security, pensions, and other income sources.
WHAT YOU GET
A Step-by-Step Plan, Tailored for You → In this Planning for Retirement session, we’ll spend time diving deep into understanding your retirement accounts and concerns. Over the course of 1-hour sessions, we’ll bring clarity to what you own and tackle your biggest challenges. By the end of the program, you won’t just feel more confident—you’ll walk away with a personalized, actionable plan that helps you save enough, invest wisely, and create a reliable retirement income.
ONGOING SUPPORT → And it doesn’t end there. As your situation changes, I’ll be available for ongoing guidance and support. Whether it’s a check-in to track your progress or adjusting the plan as retirement nears, I’ll help you stay on course to achieve your goals.
DURATION / FORMAT
- TIME: Typically, a 1-hour initial consultation with ongoing sessions as needed to complete your personalized financial blueprint. We can usually complete the Personalized Financial Blueprint in two sessions.
- FORMAT: Sessions are conducted via Zoom for convenience, screen sharing, and collaboration.
- FEE: Coaching pricing is discussed based on your needs and the depth coaching required. We'll discuss the best pricing strategy for you during our initial call together.
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As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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