Rightsize Without Regret

How to Unlock Home Equity and Design Your Next Act With Confidence

Lifestyle Longevity Starts Here

Save the Date!

November 21, 2025

11AM Pacific/ 1PM Central/ 2PM Eastern

Join us for a free 60-minute live workshop for homeowners 55+ who want to simplify lifestyle, unlock financial freedom, and confidently build their Next Act (without costly mistakes or sleepless nights).

Comprehensive Strategies

Unlock your home equity without giving up your lifestyle or location

Avoid Common Mistakes

That rapidly drain health, wealth and joy from retirement

Align Your Lifestyle

So your Next Act funds your freedom instead of stress

Think Long Game

Create your best future with actionable plans and insights

Testimonials

Hear From Successful Clients

Our clients share their experiences and success stories after partnering with Rachael to strategize their Next Act. Discover how her services made a positive impact on their physical and financial well-being and empowered them to achieve their goals.

Robert & Laura

Seattle, WA

"Working with Rachael was a game-changer for us. We hadn't quite talked through all of our options or run the numbers before attending her seminar. Just taking the time to do that helped me and my husband come to a decision. We now have a clear plan to rightsize our lifestyle this year. "

Don't Miss It

VIP Offer

Register now for the workshop and get your free eBook. Reclaim your healthspan and wealthspan and secure your future with our "Reinventing Retirement" guide. It’s packed with valuable insights and practical strategies to help you create your best Next Act.

Secure Your Seat

What You’ll Learn

Master your Lifestyle Longevity

Rachael's "Rightsize Without Regret" workshop is thoughtfully designed to lead you through critical decisions for extending your physical and financial independence. Here’s a sneak peek of what you’ll learn:

Smart Strategies for Rightsizing

Compare strategies to achieve your financial objectives without giving up lifestyle

Mistakes Most Retirees Make

How not to drain all your health, wealth, and joy from retirement

The Best Choice for You

How to make the best decision whether to stay put, rent, or buy again

A Simple Formula for Rightsizing

Defining your Next Act, auditing your home fit, running the numbers, formulating strategic next steps

Do It Yourself Plan

Walk away with all the strategy you need to rightsize at the right time

Continued Support

Rachael's continued support if you desire a done-for-you plan