Empowering women through life transitions with a roadmap to Dream, Plan and Enjoy.
Our 3-Step Financial Process
See how it works
What’s Your Plan For Retirement?
Request instant access to Rosa’s video to learn more about her process.
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:
Living longer in retirement, including how to potentially minimize taxes
Higher health care expenses, such as managing increased prescription-drug costs
Long-term care, including a strategy to address in-home caregiving expenses
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.