What if You Had a Financial Plan That Spoke Your Language?
- Laura Warta, CFP®, ChFC®
- Oct 8
- 3 min read
Redefining Retirement
Ever sat in a financial meeting and felt like you were nodding along – but inside, you were thinking “I have no idea what they just said?”
Worse yet, have you ever felt like your questions were being brushed off, your goals minimized, or your voice completely drowned out by charts, jargon, or assumptions that didn't reflect your life?
You’re not alone. And it’s not okay.
The Problem Isn’t you – It’s the Industry
Far too many women have been conditioned to feel like financial planning is confusing, intimidating, or “not for them.” I've worked with women who were told to “leave it to their husband,” who felt patronized in meetings, or who simply stopped asking questions because they didn’t feel safe doing so.
This is not just frustrating – it's harmful. Because retirement isn’t just about numbers. It’s about you. And if your financial plan doesn’t reflect your voice, your values, and your reality, then it’s not working for you.
Let’s Change That
I believe every woman deserves a retirement plan that feels like home. One that speaks her language – not just financially, but emotionally. A plan that reflects who you are, where you’ve been, and where you want to go next.
Whether you’re
Retiring solo and wondering how to create long-term stability and freedom
Rebuilding after divorce and seeking clarity, control, and confidence
Navigating with a partner but want to ensure your needs and voice are prioritized
You deserve a plan that’s not off-the-shelf. You deserve a plan that’s yours.
This Is Planning with You, Not at You
As a Certified Financial Planner® professional who specializes in working with women transitioning to retirement, I bring more than technical expertise. I bring empathy, understanding, and a collaborative approach that honors your life experience.
Together, we’ll build a retirement roadmap that fits you—not one that forces you into a mold.
We’ll take the time to:
Clarify your values and vision for retirement
Understand your unique challenges and strengths
Create a financial strategy that feels empowering, not overwhelming
And we’ll do it all in plain language. No lectures. No assumptions. Just open, honest, respectful conversations that put you at the center.
Because It’s Not Just a Plan – It's Your Life
You’ve made smart decisions your whole life. You know how to take care of others. Now, it’s time to create a plan that takes care of you. When you work with someone who truly listens – who gets you – the process becomes less about fear and more about freedom.
Connect with Me
The information provided is for educational purposes only and should not be construed as personalized financial, legal, or tax advice. Longevity, healthcare costs, and market risks may affect retirement outcomes differently depending on individual circumstances. Statements referring to emotional or financial outcomes are aspirational and not guaranteed. Keating Financial Advisory Services, Inc. (KFAS) is a Registered Investment Advisor. Advisory services are provided only where KFAS is properly registered or exempt from registration. Please consult a qualified financial advisor before making decisions about retirement planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Comments