A step-by-step course

Retirement Roadmap

Map out exactly where your money needs to go — so you can retire with clarity, confidence, and a plan you actually understand.

Winding roadmap path illustration from start to retirement

The problem

Retirement shouldn't feel like guesswork

Most people save for decades without ever knowing if it will be enough. That uncertainty ends here.

No clear number

You have accounts everywhere but no idea what "enough" actually looks like for your lifestyle.

Conflicting advice

Every article, advisor, and relative says something different — and none of it fits your situation.

The clock is ticking

Every year without a plan is a year of missed catch-up contributions, tax moves, and compounding.

Inside the course

Your roadmap, one milestone at a time

Six focused modules take you from scattered accounts to a complete written retirement plan.

Know Your Number

Calculate the exact income your retirement lifestyle requires — no spreadsheets degree needed.

Map Your Accounts

Organize 401(k)s, IRAs, and savings into one clear picture so every dollar has a job.

Build Your Income Plan

Design a withdrawal strategy that turns your savings into a reliable monthly paycheck.

Your guide

Meet the planner behind the roadmap

After two decades helping families plan for retirement, I built this course to give you the same clear framework — without the advisory fees.

20+ years in retirement planning
1,000+ retirement plans built
Plain-English teaching style

Student stories

Clarity changes everything

Hear from students who traded worry for a written plan.

"For the first time I can see the whole path to retirement on one page. The relief is hard to describe."

Margaret L.

Retiring in 2027

"We finished the course in a weekend and finally agreed on our number as a couple. Worth every penny."

David & Anne R.

Planning together at 58