As Seen Weekly on KTVU Mornings on 2

Retirement & Tax Readiness Check-In

For Women 50+ Approaching or Already in Retirement

If you’re within 10 years of retirement—or already retired—and want clarity around taxes, income, and long-term decisions, this check-in helps identify gaps before uncertainty or small decisions quietly becomes costly mistakes.

Schedule Your Check-In

WHO IS THIS FOR

This check-in is designed for women who:

Are age 50+
Are within 10 years of retirement or already retired
Have $250,000 or more in investable assets
Want confidence around taxes, retirement income, and planning decisions
Prefer thoughtful guidance over sales pressure

If that sounds like you, you’re in the right place.

WHAT I SEE MOST OFTEN

Unexpected tax bills in retirement
Confusion around withdrawals, RMDs, and Social Security taxation
Portfolios that look fine on paper but don’t support real-life income needs
Decisions being made in isolation instead of with a coordinated plan

Most people aren’t doing anything “wrong.”
They simply haven’t had a chance to step back and look at everything together.

WHAT THIS CHECK-IN IS (AND IS NOT)

What This Is:

A focused conversation around tax exposure, income strategy, and planning gaps
A chance to ask questions prompted by something you saw or heard on KTVU
A way to understand whether you’re positioned well—or need adjustments

What This Is Not:

Not a sales pitch
Not a product discussion
Not a rushed or generic consultation

WHAT WE COVER

During the Retirement & Tax Readiness Check-In, we typically review:

How taxes may impact your retirement income now and in the future
Whether your withdrawal strategy is coordinated or reactive
Common tax and planning blind spots for women in your stage of life
What, if anything, should be addressed next—and when

You’ll leave with a clearer understanding of where you stand and what matters most going forward.

WHY PEOPLE COME TO ME

I work primarily with single women approaching or in retirement who want practical, thoughtful guidance around taxes and retirement income.

I also share insights weekly on KTVU Mornings on 2, focusing on making complex financial topics easier to understand—especially during tax season.

My role is to help people make informed decisions with confidence, not pressure.

WHAT HAPPENS NEXT

What happens after you schedule:

You’ll receive a confirmation email with a few simple details to prepare
We’ll have a calm, focused conversation tailored to your situation
You’ll leave with clarity around whether anything needs attention — now or later

There’s no obligation to move forward beyond that conversation.

Ready to Get Clarity?

If you’d like to schedule a Retirement & Tax Readiness Check-In, use the link below to choose a time that works for you.