Services
I offer three distinct services to help you or your team plan for a meaningful and fulfilling retirement:
(1) 1:1 Retirement Coaching,
(2) Online Course, and
(3) Speaking Engagements.
Whether in a personalized or group format, I work with professionals and organizations to help you retire with clarity, confidence, and intention.
If you prefer a more flexible, self-paced approach, my online course is a great way to explore these themes on your own schedule.
If you're interested in working together, I invite you to book a free 30-minute consultation so we can explore what support you may need for this next chapter.
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.
Not sure if you’re ready to commit to full coaching sessions?
Start with a personalized retirement lifestyle assessment and one-on-one coaching session. Identify your strengths, uncover gaps, and receive tailored guidance to help you thrive—before or after retirement.
Pricing:
4 session package - $625
6 session package - $875
Contact me to discuss your customized 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.
A self-paced course that helps you plan this next chapter of your life with clarity, purpose, and confidence - beyond the numbers!
Online Group Programs
Why does this matter?
Retirement is a major life transition - and one that requires more than just financial readiness. Without a clear plan for the emotional and social shifts, many retirees feel stuck or disconnected.
This Course Is For You If…
You’ve spent years succeeding in your career but now wonder, “Who am I without my job?”
You feel excited about retirement—but also uncertain, overwhelmed, or stuck
You crave structure, purpose, and connection—but don’t know where to start
You want to thrive—not just fill your time—with activities and relationships that matter
You prefer to learn independently on your own schedule—but want live support along the way
This course includes…
✅ 6 On-Demand Video Lessons (Watch at your own pace)
✅ Printable Workbooks, Tools & Reflection Exercises
✅ Bi-weekly Live Q&A with Toni - Friday morning
✅ Full Replay Access for Q&A Sessions
✅ Lifetime Access to all course materials and updates
✅ Supportive, guided experience from a Certified Retirement Coach
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.
Speaking Engagements
I organize and deliver informative, dynamic presentations for businesses, workshops, 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.