Retirement Lifestyle

We guide you through a discovery process for envisioning a retirement lifestyle of:

  • Purpose, meaning & fulfillment
  • Adventure & fun
  • Happiness & contentment
  • Enriching new and familiar relationships

What challenges do you face in transitioning to your next chapter in life?

  • Energized by envisioning your retirement lifestyle though overwhelmed and uncertain on how to start?
  • Seeking a framework for co-creating a retirement lifestyle that inspires both you and your spouse or partner?
  • Hesitant about transitioning to retirement given your career has largely shaped your identity?
  • Apprehensive about getting stuck in a life of boredom or never-ending vacation?
  • Taking another pass at retirement lifestyle planning because your initial retirement experience leaves you wanting more?

Our clients have benefited from

  • Creating an inspirational master retirement lifestyle plan
  • Building a transition plan to bridge pre and post-retirement
  • Broadening their thinking by ideating in small group coaching sessions
  • Baking in activities that are joyful, meaningful, purposeful and bring value to others
  • Providing their financial retirement planners concrete preferences for budget preparation
  • Getting familiar with our guided process for their re-use when circumstances change and adjustments desired