Whether you enroll in a one-to-one or small group coaching program, this program:
- Focuses on the non-financial aspects of retirement life design and complements the planning you do with your financial advisor
- Encourages proactive thinking, empowering you to take ownership of your next chapter
- Guides you through more than five interdependent social, emotional, and healthy lifestyle challenges that retirees often face
- Includes a proprietary workbook to capture and retain valuable ideas and frameworks for future adjustments
Explore our guided self-discovery journey, the backbone of our program.
Small Group Coaching Program Features
1
Six live, virtual coaching sessions to ignite and maintain momentum
2
Inspiration and support from members of your small group cohort
3
Group sessions led by a certified retirement life coach
4
Exclusive access to “take the RETIREMENT LIFE DESIGN challenge” workbook to capture your thinking
5
Familiarity with a framework and process for making future retirement life adjustments
6
Online community of past, present, and future program participants to give and get resources
Testimonials
“While we all have dreams of retirement, this program helped me to clearly identify how to get from here to there, and how to make my retirement journey truly my own.”
- Executive with 25+ years working with seniors in assisted living
“The program truly made me think more about “me” and my desires of how I would like to live in retirement. Previously, I looked at it more from a financial planning perspective. This program prompted me to identify my desires and how to achieve and incorporate them into my retirement life. The program was VERY helpful in seeing things differently. I highly recommend the program as I found it beneficial to clarify and share my own thoughts and hear others’ ideas that I had not considered. A true benefit of the small group coaching program was discussion and sharing with others.”
- IT Executive
“This program helped me bring to the surface, identify and clarify many things such as core values, beliefs, a well-balanced retirement life to strive for, things/people/activities that bring me joy and helped me find purpose. Since the program started, I have signed up for volunteering and been diligent going to my fitness classes. It became apparent how important it is to maintain my health!”
- Clinical Research & Trials Leader
“This program launched me into a deeper dive into the lifestyle aspect of retirement planning. I truly believe that my retirement life design will drive the financial aspect of planning.”
- IT Leader
“While this is a topic my spouse and I have been exploring for a few years, it was good to think through choices and decisions about retirement with people other than my spouse. It was interesting to hear how other people are approaching retirement and their current life situations.”
- IT Professional
“Loved hearing others’ insights. Also helped me formulate and contemplate some of the stages I’m currently experiencing, and stages ahead that deserve advanced deliberation. The program is a great reminder that it is a process.”
- Executive of a NonProfit
Frequently Asked Questions
What is unique about this program?
This program stands out for several reasons:
- It places importance on the non-financial aspects of a well-designed retirement, including joy, purpose, and overall wellness. The program is based on extensive research about factors that influence wellbeing, allowing you to concentrate on shaping your future instead of spending time gathering the information on your own.
- You will clarify your goals and vision, navigate a positive shift in your identity, discover a balanced mix of meaningful activities, formulate healthy habits that contribute to longevity, anticipate life changes like relocating or becoming a caregiver, and strengthen your supportive community relationships.
- The small group cohort allows you to connect with peers, offering exposure to diverse ideas and inspiration.
- Participants receive a workbook that aligns with the sessions, serving as a space to record your thoughts and decisions.
- Because all sessions are virtual and live, so you can join from anywhere that suits you.
Who will benefit most from participation?
Whether your next chapter is years away, imminent, or has already begun – you will benefit from this program.
What is the schedule for upcoming programs?
The schedule of upcoming small group coaching programs is updated every six months.
Do you offer private programs?
Yes. If you are part of a group (minimum of 6) who would like to take the program together, please reach out to me directly to arrange a private group coaching program.
How does program enrollment and access work?
Enrollment is easy. Registering and purchasing your spot online will trigger your initial receipt of: an email confirming your registration. Shortly after registration closes, you will receive calendar placeholders and a welcome package. Over the course of the program, you will receive secure Zoom access links.