Women Get Money

What would you do if you knew you could afford it?

An online in-person life vision session for women ready to plan a delicious next chapter.

This one is yours. We fill it in together as we go, and you take it home at the end. There are no wrong answers here and nothing to get right. Let's start with your name.

OneYour life

Day one of your retirement.

Close your eyes for a moment if you like. We're travelling forward, all the way to Day 1 of your retirement. The alarm never goes off for work again. Let yourself properly land there before you write a word.

Where do you wake up? What can you see out the window?

What is the morning actually like?

What have you stopped doing?

What have you started doing?

Who is around you?

What does an ordinary Tuesday feel like?

TwoYour 87th birthday

It's your 87th birthday.

Picture the day. The people, the room, the whole long life behind you. And picture yourself, at some point in it, quietly crying. Not from pain. From something that matters. Sit with it for a second, then tell me.

What are the tears about?

What does that tell you can't be left too late?

Whatever came up first is usually the truest. We're going to make sure that thing doesn't get left behind.

ThreeWhat makes you tick

Your values, in gritty detail.

Before we plan anything, let's name what actually drives you. Not the bumper-sticker version. Read through these and choose the ones that make you go "yes, that's me." Pick up to five. These are your core.

Choose up to five

In your own words, what truly makes you tick?

These sixteen values come from Suzy Welch's Values Bridge (the Welch-Bristol Values Inventory). The descriptions here are short plain-language summaries to get you thinking. For a proper ranked profile of all sixteen, you can take the free assessment at thevaluesbridge.com.

FourThe plan that gets you there

So you don't end up crying about it.

Here's where the vision grows legs. What actually has to happen, and roughly when, for that life to be real? Drop your goals into the timeframes below with a rough cost each. A ballpark is fine. Tap an example to add it.

Planning from so we can work out the monthly figure

To make all of this happen, you'd set aside about

$0 a month

That's straight saving toward your goals, starting today. Invested along the way, it would very likely take less. This is the number we'd build a real plan around, together.

FiveWhat's already working for you

You are not starting from zero.

Now the part the fear skips right over. Somewhere you already have things quietly working for you: retirement savings, a home, a bit put aside, years of earning still ahead. This is the engine that funds everything you just mapped. Take your time and name all of it.

Retirement savings I have today

What else do you already have working for you?

For most women in this room, the gap is smaller and more workable than the story in their head. That's the bit we plan together.

SixYour one small move

Big plans stall. Small moves don't.

Before you close this, name the single smallest thing you could do this week. Not the whole plan. Not the ten steps. One move.

My one small move this week is...

Your next chapter

That's your next chapter.

Read it back. That's not a fantasy. It's a life you've pictured, the values underneath it, a plan with real numbers, and a first move. Take it with you.

Want to actually do it?

If reading that back made you want to make it real, properly, with someone holding the map alongside you, that's what Sorted Together is. I take a small handful of women through it at a time. If you're curious, just reply to the email or grab a chat with me. No pressure at all. The vision is yours either way.