In coaching, it’s all about you and your desired future; during coaching, we will co-create together so that each session is grounded in your identified goal(s).

Each coaching engagement begins with a complimentary two-hour intake session focused on learning about who you are now, your vision and values for retirement, and your retirement coaching goal(s).

Each one-hour session, thereafter, is a discovery session that includes guided conversations and exercises to surface meaningful options and limiting beliefs.

Short-term and long-term action planning are used to create concrete, time‑bound steps to test ideas, build momentum, and achieve goal(s).

Coaching sessions include ongoing check‑ins on action taken to refine the plan, identify options and troubleshoot obstacles.

Anyone who is planning to retire but is unsure about recreating life after retirement.

New retirees who are unclear about what to do next.

Individuals retiring from long careers who want purposeful second acts.

Those shifting from full‑time work to part‑time, consulting, or other new pursuits.

Individuals seeking balance between activity, rest, and well-being.

Some people find that the coaching series more than meets their needs. While others appreciate the group learning experience during the workshops, others prefer to follow up the workshop with coaching. The options are flexible and designed to meet your needs.

Since we are focused on the life of retirement, we only address finances in a general sense and allow the client to determine their financial needs for retirement by working with a financial planner and/or taking on part-time work, or beginning a second act/third act.

A clear list of prioritized options that match your values and resources.

A 3‑ to 12- month action plan with specific experiments  that may include experiences that include volunteering, new learning, part‑time work, health and well-being, etc.

Improved confidence and a renewed sense of purpose.