Retirement Life Design

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 core programs are ideal for those who are 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 experienced 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 addressing the five+ interdependent challenges retirees often face.