Do you ever wonder Am I ready to retire? or How do I know if I can retire? In this episode, I take you inside a Retirement Ready VIP Session, where I helped a client get clear on her numbers, eased her worries, and provided action steps to move her forward on her retirement planning journey. If you’re ready to retire with confidence, this is for you!
What You’ll Learn:
✅ What Happens in a VIP Session – A behind-the-scenes look at how a Retirement Ready VIP Session works, what you can experience, and how it will support you to get ready for retirement.
✅ How Do I Know If I Can Retire – Learn how to calculate your Financial Independence (FI) number, why it matters, and how to close the gap.
✅ Build a Structured Savings Strategy – Gain insight into sinking funds, emergency savings, and how to plan for non-monthly expenses.
✅ The Mortgage Payoff Debate – Discover different perspectives on paying off your mortgage before retirement and how to decide what’s right for you.
Ready to feel confident about your retirement?
Start with the Retirement Ready Quiz to discover your next best step
OR
Apply for your Gift Coaching Session and experience what it’s like to get personalized guidance for your money and your future.
Let's Connect!
💌 hello@elevatefinances.us
📞 voice message on SpeakPipe
💬 DM me on Instagram @elevate_finances
