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.