Services
I offer three distinct services to help you or your team plan for a meaningful and fulfilling retirement:
(1) 1:1 Retirement Lifestyle 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 Lifestyle 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.
I work with professionals, business leaders, and individuals approaching retirement who want to be intentional about how they design this next phase of life, not just financially, but personally.
Together, we focus on helping you:
Redefine your identity beyond your career
Create structure and rhythm in your days
Explore purpose, interests, and meaningful engagement
Navigate the emotional transition out of full-time work
Address common fears and uncertainties around retirement
Design a lifestyle that feels fulfilling and aligned
This is a thoughtful and practical process to help you move forward with clarity and confidence, so you’re not just leaving your career, but stepping into a life that feels meaningful and aligned.
You’ll walk away with:
A personalized retirement lifestyle roadmap tailored to you
Greater clarity around your priorities, concerns, and opportunities
Tools to help you sustain an intentional and fulfilling retirement
Resources to support you as your needs evolve over time
Not Sure Where to Start?
If you’re not ready to commit to a full coaching program, you can begin with a Retirement Lifestyle Assessment and 1:1 session.
This is a focused starting point to:
Identify strengths and gaps
Gain clarity on your current stage
Receive personalized guidance on your next steps
Investment
Coaching programs are designed based on your goals, timing, and the level of support that feels right for you.
Programs start at $820.
More comprehensive and personalized coaching options are available based on your needs.
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!
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
✅ 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.