Empowered Retirement

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Empowering women through life transitions with a roadmap to Dream, Plan and Enjoy.

Our 3-Step Financial Process

See how it works

  • 1

    DREAM

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    PLAN

    Using the Retirement Empowerment Plan, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    ENJOY

    Receive a custom strategy to help you reach your unique retirement goals.

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View Rosa’s Latest Webinar

Request instant access to Rosa’s latest webinar video to learn more about retirement income strategies, wealth management and more.

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Instant Download

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

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    Living longer in retirement, including how to potentially minimize taxes

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    Higher health care expenses, such as managing increased prescription-drug costs

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    Long-term care, including a strategy to address in-home caregiving expenses

 

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Begin the journey toward your ideal retirement

 

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Shala Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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