Retirement Life Design

We place importance on the non-financial aspects of a well-designed next chapter, including joy, purpose, and overall wellness. Our programs are grounded in extensive research about factors that influence wellbeing, allowing you to concentrate on shaping your future.

Check out our guided self-discovery journey; the backbone of our programs.

Challenges we help you sort through

Common Challenge	We help you
Wasting precious time early on in your next chapter due to the absence of a bridge to your new lifestyle.	Develop an initial transition plan to kick start exciting new activities while winding down others.
You have progressed on the financial planning side of retirement though are uncertain about the emotional, social, lifestyle, and transitional aspects of retirement planning.	Craft a new personal vision or your north star. Get familiar with a reusable retirement lifestyle planning framework. The framework and personal vision help in adapting to future transitions within retirement.
Dwelling on your past career identity and the singular solution of continuing work in retirement.	Create your fulfilling next chapter supported by option-based decision making. Create a captivating elevator pitch for introducing your new self at social soirees.
A calendar that is far too under or overscheduled.	Balance structured and spontaneous activities to avoid boredom or the stress of being stretched too thin.
Staying busy without gaining a sense of meaning, purpose or fulfillment.	Prioritize activities that tap into those you love and make use of your unique talents.
Engaging in largely solo activities perhaps due to relocation, declining career network, or the advent of caregiver role.	Map out how to revitalize existing relationships and start anew. Explore and anticipate much desired resources.
Diminished engagement given the increase of physical or mental limitations or significant loss.	Anticipate potential limitations and explore effective approaches if/when they occur.

Whether your next chapter is a few years away, imminent, or has already begun, our coaching programs are grounded in research, tailored for private individuals and ideal for those committed to proactively designing their next 30+ years rather than leaving them entirely to chance.

Each program is facilitated by a certified retirement life coach and grounded in our proprietary “take the RETIREMENT LIFE DESIGN challenge” workbook, which includes reflection exercises and guidance for addressing the five+ interdependent emotional, social and lifestyle challenges retirees often face.