Where The Accomplished Woman^® creates a satisfying and successful retirement.

Q: Do you only meet virtually?

We are happy to meet you in person, however we also understand that getting to us within a window of time that works for you may be challenging. The convenience of conducting our meetings in a virtual manner has huge benefits.

Q: What are your fees and how do you charge?

We charge a simple, all-inclusive fee—no hourly rates, retainers, or hidden costs. Our focus is on helping you reach your financial goals, with transparency every step of the way.

Q: Do you do tax planning?

We believe tax planning is an integral part of income planning. Our knowledgeable team uses sophisticated tools to design income strategies that are mindful of taxes today and in the future.

Q: Do I need to have everything figured out before reaching out?

Absolutely not! You don’t need to have all the answers before contacting us. We’re here to help you clarify your goals, explore your options, and create a plan that fits your unique situation.

Q: Is there pressure to commit?

Not at all. Our goal is to provide guidance and clarity so you can make informed decisions at your own pace. There’s no pressure—just support.

100% virtual meetings • personal approach • meaningful relationships

Let's Talk

4 Eye-Opening Fundamentals of Retirement Planning for Women

There’s a lot to talk about when planning your retirement, but there are a few fundamentals that you have to get right. Enjoy this free eBook!

Download FREE Now

Live Virtual Retirement Income Coaching

Attend this live virtual coaching workshop and become empowered as you learn how to shift your retirement assets into retirement paychecks.

Discover More

For The Accomplished Woman® nearing retirement, success is no longer defined by how much you’ve accumulated—but by how reliably your plan can support your life.

Theia Financial® helps you navigate the most important financial shift you’ll ever make: moving from building wealth to living on it. Through a fully coordinated approach to income, taxes, and investments, we design retirement plans built to provide clarity, confidence, and lasting income.

Redefining Retirement with The TheiaPath System

Meet The Founder

At the heart of a truly fulfilling retirement lies freedom — the freedom to pursue your passions, spend time how you choose, and live without the constant worry of money. We believe retirement should be a time of joy, not stress. That belief is the foundation of everything we do.

Our mission is simple: to help you transition into the retirement lifestyle you want, when you want — with clarity, confidence, and peace of mind.

That’s why we created The TheiaPath System — a unique approach that begins not with numbers, but with you. Your dreams. Your values. Your vision for what this next chapter could look like. We take the time to understand what matters most to you so we can create a financial plan that supports your life, not the other way around.

Once we have your vision in focus, we explore the financial strategies and tools that align with your goals. This process isn’t about guesswork or generic formulas — it’s about crafting a personalized path that gives you the flexibility and freedom to live the life you've imagined.

Too often, traditional retirement planning follows outdated rules that overlook what’s possible. We believe you deserve more than that. That’s why we challenge the status quo and look beyond the basics — so you never have to settle.

We’re excited to help you take this next step. Together, we’ll design a retirement that’s not just secure, but truly yours.

MORE ABOUT CATHY

Let's Talk

CATHY MENDELL

FOUNDER/PRESIDENT

Certified Financial Fiduciary®

Cathy has been featured in...

I want to ensure that I never run out of money.

I want to leave a legacy behind for my children, grandchildren, and charity.

I want to spend more quality time with my family.

I want time to pursue my hobbies and interests.

Make Your Retirement Dreams a Reality

Let’s uncover what truly matters to you and build a plan around that.

I don’t want to worry about the stock market affecting my lifestyle.

I want to have access to my advisory team whenever I need them.

I want to travel, see the USA and world.

We can’t wait to meet you

Here’s what to expect next.

Introduction

Book a Strategy Session with our team to chat about what it's like to work with Theia Financial®!

TheiaPath™ Retirement Plan

Our 7-Step Retirement Plan is here to help you make confident decisions, protect your lifestyle, and truly enjoy the freedom you’ve worked so hard for.

Ongoing Service

Monitor your plan so that it is dynamic and adaptive to whatever changes may come.

Have Questions?

We have answers

What does the name Theia represent?

In Greek mythology, Theia is the Greek goddess of sight and vision. Theia’s purpose in mythology was to instill a sense of shining light ancients could depend on.

A single beam of Theia’s light brought hope and a promise of banishment of darkness to the ancients.

That's where the name came from – the goddess of sight. My goal for you is to experience a clear vision. To be able to see and understand your retirement future, without the confusion of the unknown. A clear vision - out of the fog having that clarity of the future.

Do you only meet virtually?

Where do you custody accounts?

What security measures do you have in place?

We take the security of your information very seriously. Our team has implemented robust, above industry-standard security policies and practices to protect your data at every stage. This includes strong access controls, encryption, regular system monitoring, and ongoing staff training to ensure compliance with the latest security standards. Security isn’t just a one-time effort for us—it’s an ongoing priority and one of our promises. You can feel confident that your information is safe and handled with the utmost care.