Services
I offer three distinct services to help you or your team prepare for retirement: (1) retirement coaching, (2) group programs, and (3) speaking engagements.
In both individual or group settings, I work with clients and teams to empower corporate professionals to retire with intention.
If you’d like to work with me, schedule a free 30-minute call so I can get to know you and your needs better.
Here’s how it works:
Step 1
Book a free 30 minute consultation.
Step 2
Determine which service is right for you.
Step 3
Begin your journey into an intentional retirement.
Retirement Coaching
Through personalized 1:1 coaching, I guide you through the 6-step Retire With Intention Journey™—a proven process designed to help you navigate the transition into retirement with clarity, purpose, and confidence.
In these virtual 1:1 sessions:
I work with professionals and business leaders approaching retirement who are looking to plan this next phase of their life with intention.
I help you to identify the unique opportunities that retirement presents for you.
I work with you to navigate the transition into retirement so you can approach this period with purpose.
We’ll address some of the fears and concerns associated with exiting your career and moving into retirement.
We’ll work together to understand the non-financial aspects of preparing a retirement plan.
You’ll walk away with:
a personalized roadmap designed to tailor to your individual retirement situation.
an understanding of what concerns you have with regards to retirement.
tools that will help you sustain an intentional retirement over the years.
additional resources that will complement your unique retirement plan.
Reach For Retirement: A workbook to help you design your perfect retirement lifestyle
I have created a workbook to serve as your trusted companion—a step-by-step guide designed to take you on a unique journey.
Pricing:
4 session package - $500
6 session package - $650
Contact me to discuss your customized plan.
Retirement Lifestyle Assessment
This personalized program helps you explore your ideal lifestyle. Includes an in-depth assessment and a one-hour coaching session to guide you toward a fulfilling and intentional retirement.
Retirement Readiness Assessment
For individuals approaching retirement (0–5 years from transition), this assessment helps evaluate key aspects of your readiness, including lifestyle planning, social connections, emotional preparedness, and overall well-being. By identifying potential gaps, you'll gain valuable insights to help you confidently step into retirement with a clear plan for a fulfilling next chapter.
Retirement Wellness Assessment
For those already retired but feeling uncertain about their new phase of life, this assessment helps pinpoint areas such as social engagement, purpose, emotional well-being, and physical health. It provides clarity on what may be missing and offers guidance to help you regain balance, fulfillment, and confidence in your retirement journey.
You’ll walk away with:
A personalized assessment report highlighting your strengths and areas for improvement
An hour-long one-on-one coaching session with a Certified Retirement Coach to interpret your results
Tailored strategies and actionable steps to enhance your retirement experience
Greater clarity and confidence in planning or navigating this transition
Each assessment takes less than 30 minutes to complete. Once finished, you will schedule your private coaching session to review your results and develop a plan that supports your ideal retirement lifestyle.
Pricing:
$175 - includes access to the assessment tool and a 1 hour coaching session with Certified Retirement Coach
Group Programs
This 6-week, coach-led group program supports you through the often-overlooked emotional, social, and identity transitions of retirement. Whether you're planning to retire within the next five years or have recently stepped away from full-time work, you'll gain the clarity, purpose, and confidence needed to create a fulfilling life after work.
Why This Program Matters:
Retirement is more than just stopping work—it’s a major life transition that requires thoughtful planning. Many People spend years preparing for the financial side of retirement - yet feel unprepared for the emotional and lifestyle changes that follow. Don’t spend the valuable early years of retirement feeling uncertain or stuck. This interactive program provides the guidance, structure, and tools you need to confidently navigate the non-financial aspects of retirement and create a fulfilling next chapter.
This 6-week, instructor-led program provides a structured approach to help you navigate the non-financial aspects of retirement with clarity and confidence. Through interactive, online sessions, you’ll explore key areas such as identity, purpose, social connections, and well-being—ensuring a smooth and fulfilling transition.
In this program:
This 6-module online group coaching program is designed for those within five years of retirement or newly retired, offering a structured and supportive approach to help you navigate the non-financial aspects of this major life transition. Through interactive sessions, you'll explore essential areas such as identity, purpose, social connections, and well-being—equipping you with the clarity and confidence to create a fulfilling life after work.
Included in this program:
6 weekly Live sessions (90 minutes each):
Engaging, coach-led sessions via Zoom
Interactive and reflective
Action-oriented Modules covering:
Reimagining identity after work
Reconnecting with purpose and passions
Strengthen social connections
enhancing emotional and physical well-being
designing your ideal retirement lifestyle
Small group setting (maximum of 6-8 participants) for personalized support:
A safe, supportive space to connect, share, and grow alongside others navigating similar transitions.
Tools & Exercises:
Pre and post module reflections, life design exercises and planning templates to apply what you learn
Ongoing Support:
you’ll receive a 6-month post program follow up session revisit your goals and reinforce your progress.
You’ll walk away with:
A clear, personalized roadmap for your retirement lifestyle
Actionable strategies to redefine your identity, find purpose, and strengthen social connections
Tools to enhance emotional and physical well-being during this transition
Greater confidence in shaping a retirement that fits for you
A supportive group experience, sharing insights with others on the same journey
Secure your spot today and start shaping the retirement you deserve!
Pricing:
$600 - Includes all features listed in the program overview above
Workshops
Interactive virtual or in-person workshops for corporate teams looking for assistance in planning for retirement.
These workshops:
can be in-person or virtual, depending on your team’s preference.
offer personalized exercises and activities aimed at identifying relevant challenges in preparing for retirement.
dive into your team’s current understanding of what it means to retire.
break down the most common fears and concerns associated with retirement.
include exercises designed to help your team members identify the passions and interests that will shape their retirement roadmap.
Your team will walk away with:
a detailed checklist of how to prepare 3-5 years ahead of retirement.
a personal understanding of where they have a gap in the retirement planning process.
tools designed to help them maintain purpose and identity throughout retirement.
a rough draft of their retirement roadmap.
Reach For Retirement: A workbook to help you design your perfect retirement lifestyle
I have created a workbook to serve as your trusted companion—a step-by-step guide designed to take you on a unique journey.
Pricing:
Contact me to discuss your customized plan.
Speaking Engagements
I organize and deliver informative, dynamic presentations for businesses, conferences, panels and more.
In these presentations:
I explore the key non-financial aspects of retirement:
Purpose
Identity
Social Connections
Wellness
I address and dispel the myths that exist concerning retirement.
I define steps that audience members can take to maintain happiness and confidence during retirement.
I share my personal experience transitioning from a corporate leader into a retired individual.
Pricing:
Contact me to discuss your customized plan.