Confidently Create your personal retirement plan

in 30 days


without overwhelm, confusion, and uncertainty.

If you’re in retirement, nearing retirement, or starting your future planning early, and looking to maximize your retirement income while creating peace of mind, then you probably already know that you need to be educated on the options, strategies, and tools to use in your financial plan.

So I'll spare you the spiel.

After all, you probably already know that you need to have a plan and understand it to have a confident and successful retirement.

You probably also know that planning for retirement is a big deal!  The average retirement length is about 27 years -- that's close to a third of your life!




Even if you have plenty of money saved up, creating a wholistic retirement plan can:

  • Generate Understanding

    It's hard to have confidence in your plan if you don't understand how everything works.  The finance world can be confusing, but educating yourself on the terms you need to know, what you should do and, most importantly, WHY, will give you confidence in the financial decisions you make.
  • Minimize Taxation

    You worked hard to save the money you'll need for retirement; and if you could keep more of it, wouldn't you want to?  Minimizing your current and future taxation could mean more money for traveling, more money to spoil grandkids, and more money to do what you love.
  • Maximize Social Security Benefits

    You've been paying into Social Security for years, but do you know how it really works and how to maximize your benefit?  Understanding the ins and outs of Social Security will give you confidence in knowing when to take it, how much you'll receive, and the options to select that will be best for you and your family.
  • Identify Gaps in Your Current Plan

    We don't know what we don't know; and often, it's too late when the unexpected comes and we're unprepared.  Analyzing your current plan and making necessary adjustments will eliminate those gaps so that you no longer feel worried and uncertain about your future.
  • Provide Peace of Mind

    Retirement should be an exciting and carefree time.  Having a wholistic retirement plan will give you the invaluable comfort of knowing you're on the right path, you'll have enough money, it will last your whole life, and that you and your family will be taken care of.

Even though the reasons to plan comprehensively for retirement are obvious, the path to doing it successfully is anything but


But how do I even do that?


Perhaps in your most dedicated moments, you've made the commitment to start.

You made an appointment with an advisor, opened up a retirement account, and maybe even started contributing a little more into that 401k plan at work.

If you're super committed, maybe you even got some quotes and purchased a long term care insurance policy to help ease that worry of the unknown future.

But even with the best intentions, most people still feel stressed, worried, and unsure about retirement. They're still left wondering:

  • "How much money will I need?"
  • "Will I have enough when I retire?"
  • "Am I saving enough right now?"
Here's why most people still feel unsure about their current retirement plan.

Without a simple, step-by-step system that walks them through how to analyze their situation now and in retirement, most people end up feeling overwhelmed and confused.

They put off their planning because they don't really want to think about it, and they end up just hoping for the best. 

Here's why this is incredibly risky.

Without a complete financial plan in place, most retirees find themselves perpetually worried about running out of money with so many factors influencing their plan.

Taxes end up being more than they expected, inflation depletes their accounts faster than they anticipated, or a downturn in the market leaves them with significantly less than they need.

That's why planning for retirement is something you NEED to get right. 

And luckily for you, there are very specific steps that can be taken to make sure you're on the right track.

Which means...

Even if you're late to the retirement planning journey, you can still follow these steps to create confidence in your financial future.

That is, if you're willing to commit to taking action now.

The 5 Reasons Why Most Retirement Plans Are Incomplete 

Reason 1

"I have an advisor.  I'm all taken care of."

Many people feel that because they've met with an advisor, their advisor has covered every step and no additional planning is needed.  

The truth is that most advisors are very knowledgeable, but don't take all aspects of retirement planning into account.  And you won't know unless you yourself are educated on the options.

Even if you feel your advisor has covered all the steps, it would greatly benefit you to get a second opinion to either confirm that what you've already done is good, or to gain more knowledge about additional ideas you could implement.

Instead of blindly trusting what the advisor is doing or recommending, it's time to take control of your future and educate yourself so you can feel complete confidence and make the decisions that are best for you.


Reason 2

"I have plenty of time before retirement.  I'll plan later." 

Retirement planning is one of those things that people tend to procrastinate.  In fact, many people don't start thinking about it until just a few years before they plan to retire!

What they don't realize is that putting off their planning is only making the whole retirement planning process more difficult for them. 

The sooner you start planning, the more that can be done to multiply your savings, make sure your money is where it will benefit you the most, implement tax reduction strategies, identify gaps, and bridge those gaps. 

Whether you're near or far from retirement, the time to start planning is NOW.  The sooner you start, the more that can be done to create the retirement you dream of.


Reason 3

"I don't make enough money to do any planning."

Many people with lower income tend to dismiss the idea of future planning, simply because they don't think they have enough money to even create a plan.

However, this is a very dangerous trap to fall into!

For those in the lower income ranges, having a plan in place becomes even more important.  The less money you have and the less money you make, there is even less room for error in your retirement years.

Even with a little bit of money and a little bit of planning, you can create a lot of efficiency and confidence for your retirement years.


Reason 4

"It's too expensive to hire a professional to help me with my retirement plan."

Too often, people look at the cost of hiring a professional to create a financial plan, and they decide not to because of the cost. 

But the cold, hard truth is that not implementing certain changes could cost you a lot more over your lifetime due to an inefficient plan than it would cost to hire an advisor.

Retirement planning is a BIG DEAL, and you only get one shot at it.  

You can't afford to take your chances and find out when it's too late the adjustments you could've made to your plan that would've saved you thousands.

Investing time and money in yourself and your future is the best thing you can do.

And honestly, it's too expensive NOT to hire a professional.


Reason 5

"Retirement planning is confusing and complicated.  I can't understand it."

Now, don't get me wrong.  Retirement planning is certainly complex, and there are a lot of moving pieces that will influence the success or failure of your plan.

But, the reason most people feel that it's too complicated is because they were simply never taught how it works! 

It's just like anything else you've learned -- at first, it seems complicated, but after learning and applying it, it becomes clear and understandable.

The one caveat is that you do need to be careful of where you receive your information. However, if you follow a proven system, there are simple steps you can follow to understand, analyze, and implement a solid, complete plan.


Shhh... I'm going to let you in on a little secret


Even though there are a lot of financial advisors out there, the information that is given is not standardized.

The truth is, only a small percentage of advisors actually give wholistic and complete advice.

And the unfortunate result of this is that more and more people are entering retirement with incomplete and inefficient plans.

But as long as you know where to get the right information and educate yourself, the path is paved for you and your successful retirement plan.

One that allows you to create more freedom, keep more of your money, and have the peace of mind you want. 

The key ingredient to all of this is having a simple roadmap to guide you to a confident retirement.

And with your permission, I'd love to show you that roadmap.


"I thought I had enough knowledge about my retirement plans until I took the Educated Wallet course. As we went through each module I started to see I need to start a plan and set goals so that I would not be caught unprepared. I feel more confident about my future retirement plans. I have a guide and tools and I am grateful for the knowledge and support."





"I don’t have enough good things to say about this course!  The material was presented in a very engaging and understandable way. The material that was provided to support the course was also very helpful and partnered well with the material covered in the course. I really hadn’t thought of retirement before starting this course, but left feeling like I had so many good options and a path to move forward on."  





The Simple, yet Complete Guide to Confidently Creating Your Personal Retirement Plan

After working with hundreds of clients and presenting to thousands of people, I've come to understand what most people need and want in a financial plan.  I've channeled my knowledge into a comprehensive, step-by-step education and implementation program that will guide you through the steps you need to take to understand and confidently create your own future plan.

In Confident Retirement Roadmap, the terms, strategies, and tools to use in your retirement planning are explained simply and clearly, in language that is easy to understand.

We'll then walk you through how to implement these tools and strategies into your own plan.

The end result: A well-thought out and wholistic retirement plan that leaves you feeling confident and excited for your future.


Confident Retirement Roadmap is the ONLY program of its kind that…

1. Educates the individual and empowers you to take control of your planning.

2. Walks you through the implementation of advanced retirement planning strategies in an easy to understand way.

3. Provides planning tips and strategies for low, middle, and high income earners.

4. Makes professional guidance more affordable and accessible.

5. Simplifies the retirement planning process so you can finally feel knowledgeable and informed to make the best decisions with your money.

So if you’re ready to finally create your complete retirement plan without worry, confusion, and overwhelm... 

Here's how we'll help you get here:

Module 1

Know Your Future Now

Module 1 really lays the foundation for your retirement planning journey and helps you to gain a clear picture of your future.  

In this module, you'll explore what your future income sources will be so you can begin to see a crystal clear picture of what to expect in retirement. 

As we identify and analyze your future income sources, how they work, and the pros and cons of each, you'll gain a new understanding of your situation, and the potential problems and solutions for your situation will start to become clear.


Module Highlights:

  • Learn what the most important aspect of future planning is, and why that should be your focus.
  • Understand how pensions, social security, and annuities work and how to maximize the income from each of these sources.
  • Identify your future sources of income and the pros and cons of each.
  • Learn which investment vehicles provide guaranteed lifetime income, and explore how to create guaranteed income if you don't have any.
  • Analyze the options associated with Social Security income, and determine when you should begin taking Social Security to maximize your benefit.


Module 2

What You Should Know About Taxes

Now that you know your future income sources and understand how they work, we'll dive into detailed information about how our tax system works and how that affects your current and future income.

Even though talking about taxes might seem dull and complex, we've made sure to break it down simply into understandable language with examples, images, and stories to help it all become clear.

This module is where you'll experience some powerful and exciting "aha" moments that will open your eyes to simple adjustments you can make to increase your retirement income.  And who doesn't want that?!

Module Highlights:

  • Follow simple steps to analyze your current tax situation and estimate your future tax situation. 
  • Understand how our tax system works in the U.S. and how to use this information to improve your future planning.
  • Learn the truth about a common retirement myth and how that will affect where you're putting your money.
  • Learn about the 3 types of money, and which ones you should have.
  • Analyze which types of money you currently have, and identify potential changes you should make.


Module 3

The 'Real' Retirement System

Now that you've learned all about our tax system and how it affects your plan, we'll walk you through what the "real" retirement system looks like.

Many retirees are surprised when get into retirement because they have to deal with things with their money that they've never had to deal with before.  

After going through this module, you can feel confident that you'll know what to expect, and you'll be won't end up unpleasantly surprised.

Module Highlights:

  • Discover some expectations in retirement that come as a surprise to many retirees, and how to be prepared for them. 
  • Learn how your Social Security is taxed and how to potentially reduce or eliminate tax on your Social Security income.
  • Explore how to determine which types of accounts are best for you to be saving your money, and how to get it there if that's not where it is right now.
  • Utilize helpful web-based calculators to clarify how much money you'll have in retirement, how long it will last, and how much you should be putting away now.


Module 4

Tools for a Confident Retirement

In Module 4, we identify 5 retirement planning tools that will give you the wholistic retirement plan you want and need.  

You'll learn about how to protect your money against risks that often go unseen until it is too late to avoid them.

The tools and strategies discussed in this module will deepen and amplify the comfort and peace of mind you feel so you can enjoy your retirement, worry-free.

Module Highlights:

  • Understand risks that arise in retirement and take action to protect against them.
  • Learn how to design your investment portfolio to decrease the risk of losing significant amounts of money in the market.
  • Explore several retirement tools that can give you a well-rounded plan, identify which ones are best for you, and implement them.
  • Discover the truth about 4 common misconceptions about estate planning and how to easily pass on your assets, without leaving your heirs with tax burdens. 


Module 5

Moving Forward with Confidence

After completing the previous modules, you'll have a solid understanding of your situation both now and in retirement. 

You will have identified and implemented many strategies to keep more of your money, reduce taxation, decrease risks, and create the care-free retirement you deserve.

In this final module, we discuss what your next steps should be so that you can move forward confidently and continue to make the best decisions for your future.


Module Highlights:

  • Identify strategies you can use if you find that you're coming up short in retirement savings. 
  • Discuss what to focus on if you're on track to have enough in retirement
  • Explore important strategies for keeping more of your money if you'll have more than you need in retirement.
  • Envision your retirement, take action, and create the confident retirement of your dreams.


30 Day Money Back Guarantee

Confident Retirement Roadmap is the most comprehensive, step-by-step implementation program for people who are excited and committed about removing the uncertainty and overwhelm from creating their retirement plan. 

Our team is full of helpful, accessible, and supportive professionals who are ready and excited to help you reach the finish line in your journey to complete confidence.

In your first 30 days of Confident Retirement Roadmap, you'll have the opportunity to analyze your current and future situation, identify tax reduction strategies that will work for you, determine where you should be saving your money, and implement many of the strategies and tools in this course.

During this time, if you don't feel totally confident in the work you've done and the outcome you are reaching, just reach out to Diane at [email protected], show us you've done the work in at least 2 modules, and we'll refund your investment.

Here’s what you’re getting when you enroll today:

Confident Retirement Roadmap - $2,500 Value

  • Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
  • Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes.  ($300 Value)
  • Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)

Total Value: $4,300

When you add it all up, that’s a value of $4,300.

But when you enroll today, you’ll get access to everything for just:

Pay Monthly

10 Monthly Payments of




Pay Upfront

1 Payment of



Frequently Asked Questions

Questions our top students asked before enrolling in Confident Retirement Roadmap

Based on our experience working with hundreds of people, we know the power that this course has.  This is the only course of its kind; and although there are many good advisors, a lot of them don't take the time to educate and plan wholistically with their clients.

If you were to hire a traditional financial advisor, the average fee for creating a financial plan is about $1,500.  With the education, access to the Facebook community, bonuses, access to advisors, certified financial planners, and CPAs, the value of this course would far exceed working with one financial advisor or investment company.  And the peace of mind you'll feel is the best return on investment you can get.

The great thing about this course is that you can implement the changes you identify with any advisor you choose. 

The unique advantage of our course is that we've simplified the retirement planning process.  This proven system is laid out step-by-step, and we'll walk you through the implementation of what you learn. 

We've made sure that our course videos use easy-to-understand language, and there are lots of examples to really help with the comprehension and application of the information.

If you still need help, let us know in our private Facebook group, and we'd be happy to give you any additional support you need! 

Immediately after you purchase the course, you'll receive an email with details to log in.  And, you'll have lifetime access to the course so you can refer back at any time.

We'll also regularly update videos and information as tax laws, policies, and the economy change.

If you don't get what you expected out of the course, we offer a 30 day money back guarantee.  Just reach out to Diane at [email protected], show us that you did the work in the first 2 modules, and we'll refund your investment.

Yep!  See below for a breakdown of everything you'll get today.

Here’s what you’re getting when you enroll today:

Confident Retirement Roadmap - $2,500 Value

  • Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
  • Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes.  ($300 Value)
  • Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)

Total Value: $4,300

When you add it all up, that’s a value of $4,300.

But when you enroll today, you’ll get access to everything for just:

Pay Monthly

10 Monthly Payments of




Pay Upfront

1 Payment of



Confident Retirement Roadmap is PERFECT for you if…

  1. You're just starting out with planning for retirement and want to do it right.
  2. You've already started planning, but you're feeling unsure, confused, or overwhelmed.
  3. You're willing to put in the work to achieve incredible results.
  4. You're willing to follow a proven, step-by-step guide.
  5. You want to understand the financial lingo and how everything works so you can make informed decisions.
  6. You're excited to implement strategies to maximize your income and minimize taxation and inefficiency.
  7. You're ready to take action and finally feel confident about your retirement.

If you said “yes” to at least 5 of the above, I can’t wait to meet you inside Confident Retirement Roadmap.

Here’s what you’re getting when you enroll today:

Confident Retirement Roadmap - $2,500 Value

  • Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
  • Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes.  ($300 Value)
  • Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)

Total Value: $4,300

When you add it all up, that’s a value of $4,300.

But when you enroll today, you’ll get access to everything for just:

Payment Monthly

10 Monthly Payments of




Payment Upfront

1 Payment of



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