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.
One-on-One Coaching
Retirement Coaching
Through 1:1 sessions, I help you to navigate the transition into retirement with 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
Retire With Intention Program
Group Programs
This 6-week online program guides you through the non-financial aspects of retirement with live sessions, small group support, and personalized coaching.
Retirement is more than just stopping work—it’s a major life transition that requires thoughtful planning. 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 program is designed for those 0–5 years from retirement or newly retired, helping you navigate the non-financial aspects of retirement with confidence and clarity.
The 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.
Instructor-led, live online sessions via Google Meet
Weekly video sessions, each lasting 120 minutes
Small group setting (maximum of 8 participants) for personalized support
Engaging discussions, interactive exercises, and practical strategies
Focus on identity, purpose, social connections, and well-being to build a fulfilling retirement
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
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 - this program includes:
access to 6 coach-led online modules
a retirement lifestyle assessment with an hour-long personalized coaching session
Pre and post module retirement lifestyle exercises
6 month post-program follow up & check-in session
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.