Frequently Asked Questions

No. Waggle explains how things work, like types of investments, Medicare, or Social Security, so you can make your own decisions with confidence. For personalized recommendations, Becky can help you think through how to find a qualified professional.

Women in midlife and beyond who are navigating a financial transition: retirement, divorce, widowhood, a health challenge, caring for aging parents, or simply a fresh start. Waggle was built with women managing money on their own in mind.

Not a thing. Waggle starts from the beginning and explains every term along the way. Plenty of women come because they feel behind, and that’s exactly who these sessions are for.

Never. Sessions cover general concepts. You’re welcome to ask questions, but no one will ask about your accounts or your numbers.

No. Retirement is one piece, but Waggle covers the whole picture: building your financial team, Medicare, taxes, estate planning, and getting your footing after a big life change.

Community talks are free or low-cost. Small-group workshops are offered on a sliding scale, so you can pay what feels right for your situation, no questions asked.

Most sessions happen in person on the Blue Hill Peninsula, at libraries, adult education programs, and community spaces. Some workshops are offered on Zoom.

No. Waggle doesn’t sell financial products and doesn’t accept commissions or referral fees. Any professionals Becky mentions are values-based referrals only.

Becky offers a limited number of one-on-one coaching spots for women who have attended a group session first. Get in touch to ask about availability.

Yes. Waggle brings the content and the presenter; you bring the space. Get in touch and tell Becky a little about your group.

Join the Waggle mailing list for occasional notes and first word on new sessions, and follow along on Instagram at @wagglefinancial.