Retirement Services

Retirement Transition coaching is an essential investment in order to make a smooth transition from work-life to home-life. There is so much more to retirement than the Finances. My programs are designed to prepare you to make a successful transition by focusing on the five key areas of retirement: mental, social, financial, spiritual, and physical.

My coaching is customized for each individual, couple or group situation. Each session will be a little different, based on your needs at that time. Along the way, I will give assignments, suggest a course of action or ask you to come up with one. Throughout the process, I will encourage you to take some action steps and monitor your progress toward them. I offer the following services:

Individual Coaching

One-on-one coaching can be the most rewarding because it’s all about you. Through regularly scheduled sessions, I work with you to not only clarify and then implement a strategy to overcome obstacles and achieve goals but also offer support and encouragement along the way. I can work with you on a single, specific issue or goal, or broader measures including your social network or spirituality.

Couples Coaching

In working with couples, I’ll help you coordinate and discuss your thoughts, feelings, and expectations about retirement. The impact that retiring together or at separate times can have on you, and share strategies for growing closer and working together in retirement.

Group Coaching

An alternative to individual coaching is group coaching. It is perfect for organizations or associations who wish to offer non-financial retirement planning to their employees. Group coaching is much more interactive as each member defines, explores, and opens new thoughts and ideas about retirement. The length of each Group Coaching session is determined by the number of people in the group.

Build a strategic plan that leads to exponential growth and change.

The goal is to give you a safe place to ask the questions you aren’t sure who to ask, to explore new possibilities and ideas, address fears and concerns, and move you toward your dreams and goals effectively.

What is the cost of coaching?

As you might expect, the cost for coaching depends on the number of sessions, type of session (individual / couples / groups) and you’ll find coaching rates are all over the map. We do not publish our rates but I am happy to discuss them with you personally. Keep in mind that an experienced coach will cost more than a beginner and group rates can be the most cost effective.

Whether one-on-one, with your partner, or in a group setting, my commitment to you is to provide a safe, reflective environment where we can work together to help you make the most of your time in retirement.

Free Resources

Retirement Wellness Quiz

Feeling like you have retirement planning under control? Feel like you are ready for retirement? Let’s find out. Take this FREE quiz to see how ready you actually are!

Insights & Guides

Adding these valuable insights from our guides and newsletters to your already existing knowledge base can help you avoid common retirement missteps, make your retirement more meaningful, and help you create a no-regrets retirement plan.