Money Coach and Retirement Strategist for GenXers
Retirement confidence isn't about saving more, it's about knowing your numbers and having a strategy you trust.
Your goals are personal. Your retirement strategy should be too.
Each week, you wonder if what you’re doing with your money is actually moving you closer to retirement.
You make a good income. You know you’re responsible.
And yet shame and guilt quietly creep in, whispering,
“Am I Behind? Am I Too Late?”
You keep moving forward as best you can, but find yourself adjusting…
Shifting money between priorities.
Trying to keep everything balanced for now and later.
Hoping it’s enough without a clear plan to show you it is.
You’re tired. Tired of the constant uncertainty. Tired of wondering if you’re making the right moves for your future.
What you need are clear priorities and a plan you trust, so you can replace your doubt with confident decisions about what to do next.
Because here’s the truth:
I believe retirement is possible for everyone
Half the battle is knowing how much you need to save for retirement. It becomes so much easier to tell if you’re actually on track.
You don’t have to give up your lifestyle.
Retirement and your current lifestyle don’t have to compete, with the right strategy, they can work together.
Before you start trimming your budget or searching for another app to help you save more, it’s time to get clear on your retirement gap and what changes will make the biggest difference.
Build Your Retirement Strategy in One Session
Retirement Strategy Session
You’ve been saving. You’re making responsible financial decisions. But you still find yourself wondering:
Am I actually on track for retirement? And what should I be doing differently right now?
The Retirement Strategy Session is a focused, personalized session designed to help you stop guessing and understand what your money needs to do next.
Together, we’ll look at where you are today, uncover what may be standing between you and the retirement you want, and identify the areas that deserve your attention first.
By the end of our session, you’ll have clarity around:
What you need to accomplish financially to make your desired retirement possible
Whether your current savings and financial habits are supporting that goal
How much you need to be saving and where your money should be going
Which lever—savings, debt, or expenses—has the greatest potential to create momentum right now
Where your current money system may be working against you
A 90-day action plan to support moving forward
This isn't about giving you another generic retirement checklist.
It's about understanding your numbers, identifying what matters most, and creating a strategy you can actually put into action.
No more putting it off. No more wondering if you're doing enough.
Hi there, I’m Dalene,
I support women and couples over 40 who want to move beyond restrictive budgets and create a personalized money plan that supports intentional spending, consistent savings, and a successful retirement.
I provide you with the clarity, tools, and strategies to take control of your money, eliminate debt, build emergency savings, and maximize every dollar for your enjoyment and spending.
Retirement Ready Hub for GenXers
Join the community to learn how to become retirement ready. I will also help you learn how to accelerate your retirement progress through intentional financial decisions and focused progress levers.
Weekly I share trainings and discussions around current industry ideas that may or may not help you make the progress you need.
Wealthy After 40 Podcast
The podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings.
Each week, you’ll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm.
If you’re ready to stop stressing about money, build a financial plan you trust, and create a future you’re excited about, this podcast is for you.
Join me every Tuesday for a new episode supporting you in reaching retirement!
Explore Most Recent Episodes
Ready to get clear on your retirement path? Book Your Roadmap to Retirement Call
We'll talk through where you are today, identify what deserves your attention first, map out next steps...as well as how I can help you get there faster.