If you are a woman that is planning to retire in the next 5 years, or who has already retired, this book is for you.
  

◽️Do you have a plan to live the retirement of your dreams, and possibly achieve your goals sooner than you thought was possible?

◽️Does your retirement plan consider your possible risks, and address them to give you the best chance for success?

◽️Have you identified your purpose in life that leaves you excited when you wake up every morning?

Learn from the experience of women wealth managers and other women who have planned and successfully implemented the retirement of their dreams. 

This book includes a process that could help you make smart decisions and do more of the things that are most important to you and …

Begin Your Journey - Request and Download Our Free Workbook

This Workbook was designed to help you complete the exercises in the book.

As you read the book, we encourage you to stop at the end of each chapter and complete the questions using this Workbook, before going onto the next chapter. Take your time when answering these questions to really think through what is important to you.

You can download and print this Workbook and write your answers to the questions on the printed pages. You can also download and electronically save this workbook, and then complete the answers online using the text fillable boxes in the document.

This is your time to dream about your future, set goals and think big!

How do I make a complex situation work smoothly?

Cheryl was a very successful HR professional and later a consultant. She amassed a significant amount of wealth, mostly in the stock of one company. Dealing with the early loss of her husband and then having to overcome cancer, she had been tested and had come out the other side. She created a life full of family and friends, along with enough money to do what she wants.

Thoughtful and caring, she is passionate about helping her family and her community. Giving back to organizations she cares deeply about was important in her financial planning. Cheryl has handled so much on her own. She recognizes the importance of having the right professionals on her team, who will objectively advise, guide and help her with the things she doesn’t want to do herself. We helped her understand all her different assets and how she can use them to create the lifestyle she wants. Then we consolidated and organized her finances, and built a plan to best position her financial assets for her desired retirement lifestyle. We created a retirement income distribution strategy as well as a strategy for her company stock and charitable goals.

As we go through the years together, we collaborate on how to optimize her taxes, gifting regularly to her family and charities and keep the cashflow going for her. With homes in two states, she is able to live in her paradise and visit her family when she wants. She’s living the life she creates and handling things very well. Having us on her team, gives her the information she needs to make smart decisions and reduces the stress of managing all these moving parts. It is a unique retirement plan, and it fits her very well.