Retirement Readiness Analysis

A comprehensive exploration of your retirement vision and the financial resources to support it, helping you move from uncertainty to clarity about your future.

What’s included:

  • Deep dive into your retirement dreams and lifestyle aspirations

  • Assessment of financial needs based on your desired retirement experience

  • Partner alignment discussion to ensure shared vision and goals

  • Exploration of work's role in your retirement years

  • Complete inventory of available resources (retirement accounts, investments, real estate, other assets)

  • Analysis of income sources (Social Security, pensions, passive income streams)

  • Personalized action plan with steps to bridge any gaps and achieve your retirement goals

  • Guidance on timing, withdrawal strategies, and optimizing your resources

This is ideal for

  • Individuals approaching retirement who want confidence in their financial readiness

  • Couples seeking clarity on whether they can retire comfortably

  • Those wondering "do I have enough?" and needing expert perspective

  • People who want to align their financial reality with their retirement vision

Approach

Moving beyond simple numbers to understand what "enough" truly means for you, then creating a roadmap to get there with peace of mind.

Investment

$2500 Flat Fee - $5,000 based on complexity

Book a complimentary call today

  • Working with Iris made the often anxiety provoking task of looking at my finances not only feel less overwhelming, but actually interesting and fun.

    Iris left me feeling empowered, educated, and interested in my financial portfolio in a way that I never have before. Since working with her, I have a much greater sense of agency and empowerment that will serve me for years to come. Her warmth and encouragement is something I have never encountered before in a financial advisor. I highly recommend working with Iris!

    — Amanda M. | Individual

  • As a self employed independent contractor with no 401k or retirement plan, I reached out to Iris for guidance.

    At 44, I felt a little ashamed not to have approached this sooner. Iris assured me that it was better late than never to discuss my finances. I felt supported speaking with someone that I align with and not just a "financial planner". It was helpful to start the process off by envisioning how I feel about money and how I picture my life in retirement. Being that our life after work encompasses more than money, it was nice to visualize what is most important to me and how best to plan ahead for that future vision. Iris guided me with suggestions on what retirement vehicle would work best for me as an independent contractor and I am excited to embark on investing in myself.

    — Jess W. | Individual

  • I worked with Iris on the heels of a huge period of transition in my life - a divorce

    She was, and continues to be, an invaluable and trusted advisor in helping me re-establish a holistic financial roadmap. She's more than a financial advisor. She looks at the whole person and takes into account quality of life, the nuances of life post-divorce (with children), plus aging parents, and all the other intricacies of modern life. She does so with support and encouragement, and you leave her sessions feeling like it's all possible. I highly recommend working with Iris. 

    — Meagan M. | Individual

  • Iris is literally a gem - a precious discovery who will increase your wealth materially as well as spiritually.

    She not only shares her financial knowledge - but also her humanity in a deep way that makes me more aware of my own barriers to achieving financial freedom and health.

    — Bonnie W. | Individual

Additional Offerings

Financial Therapy for Couples

Personal Financial Guidance for Life Transitions

One-Page Financial Plan for Young Professionals

Comprehensive Financial Plan