Our Services

Retirement coaching is an essential investment in order to make a smooth transition from work-life to your next phase, which may include some work. My programs are designed to prepare you by focusing and assessing the five key areas of retirement: mental, social, financial, spiritual, and physical.

The goal is to give you a safe place; with an experienced and knowledgeable "consultant", to ask questions, explore new possibilities and ideas, and address fears and concerns. To provide encouragement and possess the insights to help you understand how your unique personality, and circumstances will affect you as you transition to retirement. I will keep you on track as you develop a clear definition of your desired retirement lifestyle, and implement a realistic and fulfilling plan.

Coaching is customized for each individual, couple or group situation. Each session will be a little different, based on needs at that time. Along the way, I will give assignments, suggest a course of action or ask you to come up with one. Throughout the process, I will encourage you to take some action steps and monitor your progress toward them. I offer the following services:

Couples Coaching: I'll help you coordinate and discuss your thoughts, feelings, and expectations about retirement. The impact that retiring together or at separate times can have on you, and share strategies for growing closer and working together in retirement. Sometimes we will meet together and other times, one on one. The Goal is to put the pieces Together, individually and as a Couple.

Individual Coaching: One-on-one coaching can be the most rewarding because it's all about you. Through regularly scheduled sessions, I work with you to not only clarify and then implement a strategy to overcome obstacles and achieve goals but also offer support and encouragement along the way. I can work with you on a single, specific issue or goal, or broader measures including your social network or spirituality.

Organization/Group Coaching: This option is well suited for organizations, associations or community groups, wishing to offer non-financial retirement planning to their members or employees. Group coaching is very interactive as each member defines, explores, and opens new thoughts and ideas about retirement. The length of each Group Coaching session is determined by the number of people in the group and the goals and outcomes desired.

What is the cost of coaching? As you might expect, the cost of coaching depends on the number of sessions, type of session (individual / couples / groups) and you'll find coaching rates, vary. I do not publish rates but welcome the opportunity to discuss them with you personally. Keep in mind that an experienced coach will cost more than a beginner and group/couples rates can be most cost effective.

Whether one-on-one, with your partner, or in a group setting, my commitment to you is to provide a safe, reflective, focused environment, to work together to help you maximize your future potential.

Next Steps: Click here to schedule your free initial coaching session or to contact me about my group and other programs.