Discover, Create Clarity, Build Confidence - Where Do I Start?

Often I am asked, "I think I have my retirement finances in order but how do I get started in planning for the softer, more emotional side, of retirement?" This is the "IT" of your retirement planning (Interests and Time).

Consider these questions: What activities and focus will anchor your life in a meaningful way? What's your vision of how you want to spend your time when it comes to work, leisure, personal development, growth, family, friends and wellness?

So how do you define the "IT" you want? For many it is based on one's unique mix of activities, creating your own retirement identity and gaining a better understanding of where you find meaning. You can get started here..

Mini-Programs to Get You Started on Your Journey

These 3 mini-programs help people prepare better for their shift into retirement. Depending on your personal situation – one or all three of these programs can help get you started on the path toward a more satisfying retirement life.

Discover How Ready You Are To Retire

Examine your personal readiness before you retire from your main career.

This mini-program includes a personal and confidential assessment* covering 6 key areas associated with a successful retirement transition, and a 90 minute session with me to discuss your results.

Assess your expectations for retirement vs how ready you are today with a focus on the key non-financial aspects of a successful retirement: Work, Health, Social, Leisure and Personal Growth.

Clarify Your Purpose - Discover your New Identity

What's Your Purpose after your main career? How do you now identify yourself? There may be multiple things that provide meaning in your life. Identify your "North Star" which will help guide your decisions.

This mini-program consists of two 75 minute sessions with me over a 2 week period.

Experience a powerful self-reflection process** comprised of a focused series of questions and discussions with me along with a personal summary of your theme/purpose to help guide your actions and vision.

Create Your Vision

Ready to create a vision for your retirement life? Gain clarity, build confidence and create actions as to how to invest your most precious asset, (your TIME).

This program offers:

A personal and confidential assessment to help plan your next chapter.
One on one personal sessions with me customized to your needs.
You will explore 6 key areas of the non-financial aspects of retirement.

Additional Coaching Services

Looking for A More Comprehensive 1 on 1 Experience

My coaching services are for those who are looking for a "thinking partner" to:

Establish goals.
Create a structure for results.
Prioritize what's important.
Create and take actions.
Help with accountability.
Make most effective use of their time.
Create clarity.
Build positive energy and confidence.
Discover what's possible.
Get what they want!

Customized Programs

Chose a customized program based on your unique goals. Create a plan to help you take action by addressing the gaps that challenge and block you from having the retirement you want.

Schedule a Free Consultation to Discuss your Needs