Fee-only financial planner

Retirement planning for women in their 50s

A clear plan for the next 30 years, without the sales pitch.

I’m Nora. I help you see where you stand, what’s possible, and what to do next, in plain words and at your pace.

Or book a free 20-minute intro call
Nora Whitfield, chin resting on her hand, smiling thoughtfully

Who I help

You might see yourself here

  • You’ve done well, but no one has ever shown you the whole picture.
  • You’re on your own now, after a divorce or a loss, and money decisions feel heavier.
  • Retirement is getting closer and you’d like someone calm to go through it with you.

How I get paid

A flat, upfront fee. I don’t earn commissions on anything I recommend.

My background

Why I went independent

I spent many years inside big financial firms, and much of that job was selling products. I left so that I could give advice and nothing else. Now I answer only to the women I work with.

What working with me looks like

We start with a short, friendly call. If it feels right, I look at your whole picture and write you a plan you can read in one sitting, with the next steps spelled out. There is no pressure to decide anything on the day, and you are always free to take the plan and go.

Ready to see how it works?

Or book a free 20-minute intro call

General information only, not personal financial advice.

Fee-only financial planner

How it works

Three calm steps, no surprises.

  1. A free intro call

    We talk for 20 minutes, by video or phone. You tell me what’s on your mind, and I tell you honestly whether I can help.

  2. Your written plan

    I go through your whole picture and send you a plan in plain words, usually within three weeks. We talk it through together.

  3. Yearly check-ins, if you want them

    Once a year we sit down for an hour and update the plan. Entirely optional.

Fees

What it costs, in full

Retirement plan$1,800 one-time
Yearly check-in (optional)$600 a year
Intro callFree

Example fees for this sample.

That’s all. No hourly extras and no percentage taken from your savings.

What I don’t do

  • Sell insurance or investment products.
  • Take commissions from anyone.
  • Push you to move your money.

Questions

Things women often ask me

Do I need a certain amount saved?

No. I work with people at many different stages. If a plan can help you, we’ll find that out on the call.

Will you try to sell me something?

No. I don’t sell products and I don’t earn commissions, so I have nothing to sell you.

What if I’m starting late?

Many of the women I meet are. A clear plan helps most when time feels short, because it shows which few choices matter.

Is my information private?

Yes. I keep it private, and I never sell it or pass it on without your permission. You don’t need to send any numbers before we talk.

What happens on the intro call?

We chat about where you are and what you’d like. I explain how I work and what it costs, and you decide whether to go on. There is no obligation.

Ready when you are

A relaxed 20 minutes, free, with no obligation.

General information only, not personal financial advice.

Fee-only financial planner

Free · 20 minutes · Video or phone

A relaxed 20 minutes to see if I can help.

We’ll talk about where you are and what you’d like. I’ll explain how I work and what it costs. It isn’t a sales call, and you won’t be asked to decide anything.

You don’t need to share any numbers yet. Please don’t send account numbers or passwords.

What’s on your mind?
How would you like to talk?
Pick a time

Times shown in your own time zone (pretend).

General information only, not personal financial advice.

Fee-only financial planner

Your intro call

You’re booked, Linda.

Wednesday, 9:00 AM 20 minutes · the video link or phone details are in your confirmation email Add to my calendar

If you’d like to, have these handy

All optional. You can come with nothing but yourself.

  1. When you’d like to stop working

    A rough idea is plenty, even “around 65, maybe sooner.”

  2. Any pension letters

    If one is easy to find, it helps. If not, we’ll talk about it.

  3. Your questions

    Big or small. Please don’t send me any numbers or account details.

What happens next

You’ll get a welcome email from me in a few minutes. On the call we talk, you ask whatever you like, and I tell you honestly whether I can help. If you need another time, the email has a link to pick a new time. No need to apologise.

General information only, not personal financial advice.

Fee-only financial planner

A few minutes after booking

The welcome email Linda gets

A warm note from Nora lands in her inbox straight away. This is what it says.

Nora Whitfield

Nora Whitfield <nora@example.com>

To: Linda

You’re booked: our call on Wednesday, 9:00 AM

Hi Linda,

Thank you for booking. I’m looking forward to meeting you. We’re talking on Wednesday, 9:00 AM, for about 20 minutes. The details for the call are below.

Here’s what to expect: we’ll chat about where you are and what you’d like. I’ll explain how I work and what it costs, and you can ask me anything. Nothing needs to be prepared.

There’s no obligation at all. If it feels right afterwards, we’ll talk about next steps. If not, you’re always free to go.

Warmly,
Nora

Your call

Video link: meet.example.com/nora-linda
If you’d rather use the phone, just reply and I’ll call you at the time above.

Need another time? Pick a new one here.

How I’m paid: a flat, upfront fee. I don’t earn commissions on anything I recommend.

General information only, not personal financial advice.

You’re getting this email because you booked an intro call. Unsubscribe from emails at any time.