01
0–15 Minutes
Prioritize
Start with what matters most to you. We’ll clarify your retirement goals, immediate concerns, unanswered questions, and the decisions that are currently taking up the most mental space.
Private Zoom Consultation • 90 Minutes • One-on-One • $997
For Professionals Approaching Retirement
Know Where You Stand. Know What Deserves Your Attention Next.
You’ve worked, saved, and prepared for retirement. But you may still have questions about your timing, income, risks, or what to address first.
The Retirement Positioning Strategy Session gives you 90 focused minutes with Shateka Husser to examine your situation, identify priority areas, and organize your next steps.
In Your Private Session, You’ll:
- Get a clearer understanding of your retirement position
- Identify important questions and potential gaps
- Organize the next steps that deserve your attention
$997 • One-Time Private Consultation
Book Your Private Consultation — $997Complete your reservation, then choose your preferred available appointment time.
Retirement is a position, not a date.
You Have Retirement Information. But Do You Have Clarity?
You’ve worked, saved, contributed, and prepared. But as retirement gets closer, the questions often become more personal.
Is what I’ve accumulated actually enough for the retirement I want?
How could taxes affect the income I’ll have in retirement?
What happens to my retirement position if markets change?
How do my pension, Social Security, TSP, 401(k), 403(b), and other retirement resources fit together?
When important questions remain unresolved, important decisions can keep getting pushed aside.
Your private session helps bring those questions into focus so you can identify what deserves attention now and what should happen next.
Some Retirement Questions Become More Important With Time.
When important questions remain unresolved, decisions can keep getting pushed aside.
That may mean planning opportunities receive attention later than intended, protection questions remain unanswered, or retirement-income decisions stay disconnected.
This session is designed to help you identify what deserves attention now and what should happen next.
No fear.
•
No predictions.
•
No guaranteed outcomes.
Just a more focused view of your retirement position.
From Scattered Questions to Organized Next Steps
You may already have retirement accounts, benefits, and plenty of information. The challenge is understanding what deserves your attention and what should happen next.
Before Your Session
Scattered Information
Retirement accounts, benefits, taxes, income questions, and advice from different sources that may not feel connected.
Unanswered Questions
Wondering whether you have enough, how your resources fit together, or whether something important has been overlooked.
Uncertain Priorities
Knowing there are decisions to make, but not knowing which questions or concerns deserve attention first.
After Your Session
A Clearer Position
Better understand your current retirement position and the questions that matter most to your situation.
Priority Areas Identified
Bring important retirement concerns and potential gaps into focus instead of trying to address everything at once.
Organized Next Steps
Leave knowing which questions, conversations, or actions deserve consideration next.
The goal isn’t more information. It’s knowing what deserves your attention.
Book Your Private Consultation — $997
Complete your reservation, then choose your preferred available appointment time.
Inside Your 90-Minute Session
The 90-Minute Retirement Positioning Review
Your private session follows a focused four-part process designed to move from your biggest retirement questions to clearly organized priorities and next steps.
02
15–40 Minutes
Examine
Look at how the pieces of your retirement picture fit together, including relevant income sources, pension or benefits, Social Security, retirement accounts, taxes, and other resources.
03
40–65 Minutes
Identify
Bring potential priority areas into focus, including questions around income, taxes, market exposure, protection, longevity, or other concerns relevant to your situation.
04
65–90 Minutes
Organize
Turn the conversation into an organized set of priority areas, important questions, and next steps so you know what deserves attention after the session.
Prioritize → Examine → Identify → Organize
You don’t need to arrive knowing every question to ask. The structured review is designed to help bring the important ones into focus.
Book Your Private Consultation — $997
Complete your reservation, then choose your preferred available appointment time.
Your Private Consultation
Everything Included in Your Private Session
Your $997 investment includes a structured preparation process, your private consultation, and a written summary of the priority areas and next steps identified during your session.
The Core of Your Experience
Private 90-Minute Zoom Consultation
Focused, uninterrupted time with Shateka to examine your retirement questions, identify priority areas, and organize what deserves attention next.
Pre-Session Retirement Questionnaire
Share your priorities, concerns, and important retirement questions before you meet.
12-Minute Retirement Positioning Scorecard
Get an early look at retirement categories that may deserve closer attention.
Preparation Checklist
Know what information may be useful to have available for your private conversation.
Pre-Session Review
Shateka reviews your submitted priorities and concerns before your consultation begins.
Priority-Area Identification
Bring important retirement questions, potential gaps, and decision areas into clearer focus.
Prioritized Next Steps
Organize which questions, conversations, or actions deserve consideration after your session.
Retirement Positioning Session Summary
Receive a written recap of the priority areas and next steps identified during your consultation, delivered the same day.
Start Before You Meet
Arrive Prepared for a More Focused Conversation
Complete your 12-minute Retirement Positioning Scorecard, questionnaire, and preparation checklist before your consultation so your private session can focus on the questions that matter most to you.
Typical Appointment Availability
3–5 Business Days
You Don’t Have to Figure Out the Conversation Yourself.
Shateka Handles:
- ✓ Reviewing your preparation
- ✓ Structuring the conversation
- ✓ Guiding the four-part review
- ✓ Helping identify priority areas
- ✓ Organizing your next steps
- ✓ Preparing your written summary
You Handle:
- ✓ Providing accurate information
- ✓ Completing your preparation
- ✓ Bringing the questions that matter to you
- ✓ Attending your appointment on time
- ✓ Making your own final decisions
You don’t need to arrive knowing every question to ask.
That’s what the structured review is designed to help uncover.
Is This the Right Conversation for You?
This May Be for You If...
- You’re approximately 50–65 and approaching retirement
- You’re a professional, executive, business owner, government employee, physician, or veteran
- You’ve accumulated meaningful retirement savings
- You still have personal questions that general information hasn’t answered
- You want individualized attention instead of another general presentation
- You’re ready to get organized around what deserves attention next
This Is Probably Not for You If...
- You’re looking for guaranteed financial or retirement results
- You expect a comprehensive financial plan to be completed in 90 minutes
- You’re only looking for general free retirement information
- You’re not prepared to participate in the preparation and conversation
What Clients Say About Working With Shateka
Mrs. Ariel
Millennial
Dr. Sandy
Medical Doctor
Baby Boomer
Mr. Emanuel
Marine Veteran and Cybersecurity Executive
Millennial
Mr. Evans
Retired Army LTC and Retired DLA GS-14
Baby Boomer
Mrs. Rachel
Federal Contracts Executive
Millennial
Jerria
Salon Executive Owner
Millennial
Ms. Bria
Healthcare Executive
Gen Z
Testimonials represent individual experiences and do not guarantee that another client will experience the same results.
Your Investment
Your Private Retirement Positioning Strategy Session
This is not another general retirement presentation. It is a structured, one-on-one consultation focused specifically on your retirement questions, priorities, and next steps.
Private 90-Minute Zoom Consultation
$997
One-Time Investment
Your investment includes 90 focused minutes with Shateka, structured preparation, a personalized review of your submitted concerns, priority-area identification, organized next steps, and your written Retirement Positioning Session Summary.
Structured Preparation
Private 90-Minute Review
Priority Areas Identified
Organized Next Steps
Same-Day Written Summary
Book Your Private Consultation — $997
Complete your reservation, then choose your preferred available appointment time.
No required ongoing program commitment.
Appointments may be rescheduled with at least 48 hours’ notice.
If you decide to move forward with Shateka for additional services, your $997 consultation fee will be credited toward that service.
Your Retirement Clarity Guarantee
Complete the required preparation and attend your full 90-minute session. If you don’t leave with clearly identified priority areas and documented next steps, Shateka will provide one additional 30-minute clarification session at no additional charge.
This guarantee provides additional clarification support. It does not guarantee a particular financial, tax, investment, insurance, or retirement outcome.
From Reservation to Conversation
01
Reserve Your Consultation
Complete your $997 reservation for the private Retirement Positioning Strategy Session.
02
Choose Your Time
Once your reservation is complete, you’ll continue to the calendar to select your preferred available appointment.
03
Prepare
Complete your Scorecard, questionnaire, and preparation materials so your session can focus on what matters most.
04
Meet Privately
Join Shateka on Zoom for your focused 90-minute Retirement Positioning Review.
05
Move Forward
Leave with your priority areas, important questions, and next steps organized.
Receive your written Retirement Positioning Session Summary the same day.
Questions Before You Reserve?
Professionals approaching retirement who have accumulated meaningful retirement savings but still have personal questions about their position, priorities, or next steps.
Your private session is personally conducted by Shateka Husser.
Yes. The Retirement Positioning Strategy Session is a private 90-minute Zoom consultation focused on your individual situation.
You’ll receive your Retirement Positioning Scorecard, questionnaire, and preparation checklist with instructions before your appointment.
Prioritize → Examine → Identify → Organize. The conversation begins with what matters to you, examines your questions, identifies potential priority areas, and concludes by organizing what deserves attention next.
The goal is for you to leave with a clearer understanding of your retirement position, identified priority areas, organized questions, and prioritized next steps.
Yes. You’ll receive your written Retirement Positioning Session Summary the same day as your consultation.
No. This is a focused Retirement Positioning Strategy Session and should not be interpreted as a comprehensive financial plan.
No. There is no required ongoing program commitment included with your consultation.
Yes. If you decide to move forward with Shateka for additional services, your $997 consultation fee will be credited toward that service.
You may reschedule your consultation with at least 48 hours’ notice.
Typical appointment availability is within 3–5 business days. You’ll choose your preferred available appointment after completing your reservation.
Complete the required preparation and attend your full 90-minute session. If you don’t leave with clearly identified priority areas and documented next steps, Shateka will provide one additional 30-minute clarification session at no additional charge.
No. No particular financial, tax, investment, insurance, income, or retirement outcome is guaranteed.
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