Invitation to Breathe
Retirement planning can feel overwhelming when every headline tells you to worry about markets, inflation, taxes, healthcare, or whether your money will last.
But for many women, retirement brings more than financial questions. It brings more personal questions:
What do I want this next chapter to feel like?
Where do I want to spend my time and energy?
How can my money support the life I actually want to live?
I call this stage of life your Season of You™ - a Purposeful Money philosophy for women over 55 who want retirement to feel intentional, secure, and fully their own.
What We’ll Do Together
The Long Run Retirement Approach
Retirement isn't a single financial decision.
It's a decades long season of life that requires thoughtful pacing, adaptability, and ongoing guidance.
Through the Long Run Retirement Method, we help you navigate the major financial mile markers ahead; from retirement income and tax strategy to investment management, healthcare decisions, and legacy planning.
along the way, we help with
Retirement income planning
Investment management
Social Security & Medicare guidance
Tax planning & preparation
Estate coordination
Purpose-focused retirement planning
Aligning your money with what gives you joy and meaning
A Partnership Built for Real Life
I’m not here to overwhelm you with spreadsheets or talk over you with jargon.
This is a partnership. I’ll meet you where you are — whether you’re a few years from retirement or already living it — and walk with you every step of the way.
You’ll get judgment-free guidance, plain-English explanations, and someone who understands that retirement isn’t only about dollars — it’s about life.
I’ll be there for both the everyday questions (411) and the “drop everything” moments (911), with clear actionable guidance without jargon.
Free email course
Inheriting Money? Start Here.
Inheriting money is one of the most emotionally complex financial events you can face — and one of the least talked about. Erin O'Brien breaks it down into the most common inherited assets and the rules, questions, taxation, and actions to take.
No cost. No obligation. Just clear guidance, delivered to your inbox.
Email Course Sign-up
Client Transformation
From “Do I have enough?” to “I’m so glad I did this.”
Before working together, my clients often feel:
- Unsure when to retire or if you can afford it
- Overwhelmed by decisions and “what ifs”
- Afraid of running out of money or making a big mistake
After working together, they feel:
- Confident in their plan and their future.
- Relieved and supported by a trusted advisor who knows your story
- Excited for their Season of You; a retirement that’s secure, joyful, and on purpose
How We Work Together
Schedule Your Learn More Call – A 15-minute conversation to see if we’re the right fit.
Starting Line Conversation -- A 60-minute call about your top three questions.
Get Your Financial Strength Check – A high-level snapshot of your financial picture and next steps.
Begin our Long Run Partnership – where we’ll put everything in place.
PACE Reviews and Mile Marker Check-ins – we'll monitor your plan, manage your investments, and be there whenever questions or changes arise.
