Financial Planning

ABOUT

This Silver Circle has 4-weekly sessions: Thurs 9/17, 9/24, 10/1, 10/8 @ 3pm PST / 4pm MST / 5pm CST / 6pm EST The price is $160 for all 4 sessions. The Financial Planning Silver Circle is a practical, supportive peer group for women preparing for or adjusting to retirement. In a confidential, nonjudgmental setting, members share concerns and questions about savings, Social Security, pensions, investment strategies, budgeting for retirement, healthcare costs, and long-term care planning. Expert facilitated discussions provide clear, actionable guidance so participants can compare options, clarify timelines, and develop personalized financial steps that align with their goals and risk tolerance. Beyond numbers and paperwork, the Circle addresses the emotional and lifestyle dimensions of retirement—meaning, purpose, part‑time work or volunteer options, housing decisions, and intergenerational conversations. Through practical tools (checklists, financial worksheets, decision frameworks), mutual accountability, and peer mentoring, members build confidence managing finances and designing a fulfilling retirement lifestyle. The group fosters ongoing learning, connection, and empowerment so women leave each meeting better informed, less anxious, and ready to move forward with a realistic plan. ABOUT HOLLY Since 1993 Holly has combined financial advising and life coaching to help clients create fulfilling, sustainable lives. She works best with clients who want to go deeper to authentically discover their own vision of happiness and is a passionate advocate of holistic financial planning; as an endorsed “Conscious Finance” professional and member of The Nazrudin Project, she attends to the human side of money in every engagement. She is managing partner and financial advisor at Prospettiva Financial in San Francisco and principal of Delphi Coaching LLC, having previously held leadership roles at Mosaic Financial Partners and Occidental Asset Management. An experienced educator, she was named Outstanding Adjunct Financial Planning Faculty Member at Golden Gate University and has been quoted or published in outlets including Research Magazine, Journal of Financial Planning, and Financial Planning Magazine. She frequently speaks on topics from financial planning for the working poor to integrating coaching skills into practice.