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 and proprietary workbook are grounded in 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.

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 in retirement due to the absence of a well-conceived plan	Develop a transition plan to kick start exciting new activities while winding down others
A lackluster retirement life characterized by dwelling on the past or the singular solution of remaining or returning to work	Create a next chapter supported by our comprehensive “the Retirement Life Design journey” to facilitate option-based decision making
Falling into a pattern of your calendar being under or overscheduled	Strike the right balance of structured and carefree activities to avoid boredom or being stretched too thin
Staying busy but without gaining a sense of meaning, purpose or fulfillment	Prioritize initiatives that tap into activities you love and make use of your unique talents
Engaging in largely solo activities perhaps due to declining career network, relocation, or the advent of caregiver role	Map out how to revitalize existing relationships and start anew
Diminishing sense of self particularly if your identity is deeply rooted in your career	Craft a new personal vision that serves as your north star in your next chapter; helps in adapting to future transitions and decision making Create a snazzy elevator pitch for introducing your new self at social soirees
Stagnated engagement given the increase of physical or mental limitations or significant loss such as loss of loved one or divorce	Anticipate potential limitations and explore effective approaches for adapting if/when they occur

Whether retirement is imminent, a few years away, or has already begun, our coaching programs are grounded in research and tailored:

For Private Individuals: Our programs are ideal for those committed to proactively designing their next 30+ years rather than leaving them to chance.

For Organizational Leaders: In addition to the core retirement life design program we offer options such as helping leaders transition to part-time roles and preparing their successors while ensuring organizations benefit from developing a strong talent pipeline, preserving institutional knowledge, and cultivating a pool of seasoned flex workers.

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 challenges retirees often face.