Claiming Social Security incorrectly can cost you tens of thousands of dollars over your lifetime.
Get all of the benefits you're entitled to without having to navigate the 2700+ rules governing the Social Security program.
Your Social Security decision may be one of the most important financial choices you'll make in retirement.
And yet, a majority of people make this choice based on a statement they downloaded from the SSA.gov website.Â
Without an in-depth look at past and potential future earnings, it's easy to:
- Overlook powerful strategies available to married couples, divorcees, widows/widowers, and self-employed individuals;
- Miss important tax implications of your claiming choice.
- Make decisions based on assumptions.
- File too early or too late - and miss out on tens of thousands in lifetime benefits;
Did you know...
Social Security Administration representatives can tell you what the rules are, but by law,
they can not give you personalized advice.Â
Without expert guidance, individuals often miss out on strategic opportunities they didn't know existed.
As a Registered Social Security Analyst®, I can help you compare claiming options, coordinate spousal benefits, and weigh long-term tradeoffs!
This is why Her Wealth Coach® is excited to present:
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 Your Personalized Social Security Optimization Plan
We utilize the proprietary RSSA Roadmap® software so you can finally be sure that you are getting all of the benefits you're entitled to (and perhaps some you didn't know you are eligible to receive).
Here's how our process works...
1) Welcome & Walkthrough Call
Once you purchase your plan, you'll receive an email to schedule your Welcome Call. This 20-minute Zoom session is where I learn more about you, your goals, and answer any preliminary questions you have.
This call sets the tone for a personalized experience, ensuring you feel confident and supported from the very start!Â
2) Secure Intake Process
We'll upload your earnings history into your secure portal so that we can begin your unique analysis.
As a result, you will know that your report is confidential and fully tailored to your (and your spouse's) real income history.
3) Customized Optimization Report
I'll evaluate all of your claiming options and bundle it up into an easy-to-understand document for you to keep and/or share with your advisor.Â
You will know the ripple effect of each choice, especially how your decision affects your spousal or survivor benefit.
4) A 60-Minute Strategy Session with Me, Laurie Bodisch, RSSA®
This is not outsourced, automated, or AI-generated. You'll have one full hour, one-on-one, with me to review your report, discuss scenarios, and explore the best path forward for you and your household.Â
You will make decisions based on your unique life, not someone else's plan.
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What my clients are saying:
Following our session, I knew exactly what my next steps were and felt confident about how to claim my maximum benefit!
I wasn’t sure what to expect when I began looking for guidance on Social Security survivor benefits. Laurie took the time to explain exactly how the process would work.
Laurie reviewed my circumstances, evaluated all of my options, and laid out the most advantageous strategy for my situation. Following our session, I knew exactly what my next steps were and felt confident about how to claim my maximum benefit!
Don't hesitate! Laurie is your expert to guide you through the complicated web of Social Security!
~Debra Kay, Ph.D.
Laurie is down-to-earth and really cares about her clients. She's more of a partner who gets in the trenches with you.
My husband and I were looking for a wealth coach to help us establish savings and honestly diversify our funds and begin a financial plan.
Laurie was referred to us by our accounting firm and what a treasure! Laurie is knowledgeable and has a "wealth" of resources she has created and invested in.
She’s down-to-earth and really cares about her clients. She’s more of a partner who gets in the trenches with you.
We can’t recommend her enough!
~Mandy Asberry, CEO
This may be the smartest, low-risk move you will make this year.
Claiming Social Security is a one-time decision.
Getting it wrong can cost you and your family tens of thousands of dollars over your lifetime.
But getting it right?
It can mean long-term peace of mind, income security, and knowing your future self will thank you.
This is not an online calculator or generic PDF.
This is a tailored strategy developed by a Registered Social Security Analyst® who has been helping individuals build and preserve their wealth for over 30 years.
And while I can't guarantee a specific dollar amount, I can promise this...
You'll walk away with clarity, confidence, and a plan that makes sense.Â
No more guessing. No more "what-ifs."
Just a smart next step.
The real risk is doing nothing and hoping it will all work out.
I'M READY TO GET STARTED
A note from our founder,
Laurie Bodisch
As a Registered Social Security Analyst® as well as a Certified Trust & Fiduciary Advisor™, I help women and couples make informed, strategic decisions about their financial futures. With over 30 years of investment management experience, my work is grounded in clarity and tangible results, not generic charts or one-size-fits-all advice.
Whether you are married, divorced, widowed, or navigating a complex work history, I am committed to guiding you every step of the way with a client-first mindset, authenticity, and compassion.
Together, we will review your unique earnings history, marital timeline, and retirement goals to determine your optimal Social Security path forward. The results will help support your long-term income goals, protect the people you care about, and give you financial peace-of-mind. I look forward to working with you.
Where women prosper together,
