Retire Into Freedom

Lorie Leaf Orange

Integrative Retirement Planning for Women and Couples who want a clear path to financial well-being... even in an uncertain world

Middle aged woman holding coffee cup staring dreamily

Retire Into Freedom

Lorie Leaf Orange

Integrative retirement planning for women who want a clear path to financial well-being…
in an often uncertain world

Understand Your Finances

Get A Smart Retirement Plan

Retire With Confidence


You Deserve To Know

You're going to be okay

no matter what’s changing in the world

That means having enough money to take care of yourself and your loved ones.

But to do that, you need answers to questions like:

  • Can I afford to retire? 
  • Can my investments be improved?
  • Can I reduce my taxes?
  • Can I eliminate or reduce threats to my retirement?

You Absolutely Can

Retire Into the Life You Want

Planning for retirement

Planning for retirement can be daunting.

The process is complex and looks different for everyone.

There isn't a one-size-fits-all strategy.

I get it.

I help women and couples to understand their current financial picture and make smarter decisions over time with an integrative process that covers more than just investments.

Together, we'll create a clear path to financial well-being that's aligned with your personal and financial goals.

So you're free to retire into the life you want.

Without money worries.


Custom Retirement Plans To

Feel Confident Through Any Stage of Life

Before You Retire

Before You Retire

Retire Into Abundance

Get a clear picture of your current situation and a path to future financial well-being.

already retired

Already Rockin' Retirement

Live Your Retirement Vision

Make smart decisions over time to ensure you can keep living well without money worries.


Smart Retirement Solutions


We use an integrative process and long-term client approach called RetireSmart® Planning to help women and couples retire into confidence.

"Sandra felt totally stuck when it came to retirement planning. Together we got clear on her current financial picture and created a plan that aligned with her personal and financial goals. Now, instead of worrying over money, she's confident and enjoys life more because of the on-going integrative process to take control of her financial situation for years to come."

Your Financial Well-Being

RetireSmart® Planning Is at the Heart of My Integrative Process

Your Personal and Financial Well Being

Relax, Your Retirement Planning is Covered

In All Areas

Business Owner Planning

Business Owner Planning

  • What’s my business worth ?
  • Am I protected in case of unforeseen events?
  • How do I retain employees for growth?
  • How do I best exit and ensure enough money to fund my goals?

Retirement Income Planning

Retirement Income Planning

  • How do I create a “paycheck” in retirement?
  • What are my pension distribution options?
  • Should I consider an annuity?

Investment Planning

Investment Planning

  • Is my investment portfolio suited to my goals with appropriate risk?
  • Can it be improved?
  • Can it be sustained through good and bad times?

Social Security and Medicare Planning

Social Security and Medicare Planning

  • When should I take retirement for the maximum benefit?
  • Should I consider waiting and what is the advantage?
  • How do I integrate Social Security with my other income streams?
  • How do I plan for medical care costs in retirement?

Insurance Planning

Insurance Planning

  • How much life insurance if any is right for me?
  • Should I purchase Long Term Care Insurance?
  • What types of insurance meet my needs?
  • Am I overpaying for insurance?

Tax Planning

Tax Planning

  • Am I paying too much now and in the future?
  • How can I reduce the taxes I pay?

Real Estate Planning

Real Estate Planning

  • Should I invest in or liquidate real estate investments?
  • How much can I spend on my next home?
  • Should I pay cash or finance a property purchase?

Lifestyle/Cash-Flow Planning

Lifestyle/Cash-Flow Planning

  • How much money can I spend and still accomplish my long-term goals?
  • How do I separate the wants versus the needs?

Estate and Charitable Planning

Estate and Charitable Planning

  • Is my wealth protected in the way I want?
  • Is my plan in place and organized for my business and my family?
  • How can I ensure my wealth is distributed to family and charity with the least possible tax consequence?

Just 3 Steps To

Retire in Abundance

A Call

We'll discuss your needs and concerns and determine if we are a good fit to work together.

Get a Smart
Retirement Plan

We'll dive deeper into your needs, then I'll analyze the numbers and make a plan that's aligned to you and gives you confidence.

Retire Into the
Life You Want

Feel clear and confident about your financial plan. Live a life of freedom and abundance. Without money worries.

Create Financial Well-Being, Without Worry

protect your wealth

6 Powerful Ways

To Protect Your Wealth

Stop worrying over your retirement planning. Download this free guide to discover:

  • How to "optimize" your Social Security
  • The one must-have for any retirement plan--that many advisors miss
  • Key questions to ask yourself to know if you're on track
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Your Future Is Waiting

You can achieve your retirement vision.

Instead of worrying over having enough to live well in retirement.

Get a clear path to financial well-being for you and your loved ones today.