Services

I offer three distinct services to help you or your team prepare for retirement: (1) retirement coaching, (2) group workshops, (3) keynote speaking.

In both private, 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 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.

Group 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.

Keynote Speaking

I organize and deliver informative, dynamic keynote presentations for business and trade conferences.

In these keynote 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.

Rates

Book your FREE 30-minute consultation!

Contact me to learn more about coaching rates.