Your Beliefs Matter

One of the first questions we’ll explore is: “What do you believe about retirement?” Many people discover that retirement is a blank space. There is nothing there! They must do their work and fill it with meaning, purpose, and connection.

That will be the heart of our work together. You will create a next chapter with clarity, confidence, and meaning so you can live a balanced, and uniquely satisfying life.

 This is not the old model of retirement based solely on pensions, savings, and Social Security. This is about You: Your identity, Your wellbeing, and the life You want to create next.

 What to Expect

We’ll walk through a proven process built around the Five Keys of a Successful Retirement Transition:

Spiritual • Mental • Social • Physical • Financial

 We’ll follow a proven process grounded in the Five Keys of Successful Retirement:

1.         Spiritual – What gives your life meaning, direction, and fulfillment?

2.         Mental – How will you stay mentally sharp, curious, and engaged?

3.         Social – What relationships and communities will support you now?

4.         Physical – How will you maintain vitality, energy, and long-term wellness?

5.         Financial – How does money support—not lead—your new life design?

 

Throughout our sessions, I’ll guide you through checklists, reflections, and exercises that invite you to explore questions you may never have paused to consider. You’ll uncover what matters most and build a personalized plan for your next chapter. You will create a retirement that is purposeful, energizing, and aligned with what matters most.

How the Process Works

  • You’ll reflect, write down your answers, and share insights along the way.

  • This is a holistic, research-backed approach used by retirement coaches for more than 15 years.

  • The more you engage in the work—honestly and thoughtfully—the more powerful your results will be.

  • Like any successful plan, what you put in determines what you get out.

 This is about moving beyond the “brochure version” of retirement and creating a realistic, resilient plan that acknowledges both the gains and losses that come with this transition. By doing so, you’re giving yourself the best chance to remain vital, happy, healthy, and flexible for years to come.

 How We Will Work

  • Together we will explore each key area for a successful retirement transition.

  • You’ll reflect, write, and share insights throughout the process.

  • Each exercise builds clarity, confidence, and intentional direction.

  • We will add updates and state-of-the- art best practices, as we expand upon this proven process that has been used successfully for over 15 years by retirement transition coaches worldwide.

Your Retirement Wellness Plan

All of our conversations and exercises will come together in your Retirement Wellness One-Page Roadmap -- A personal blueprint you can revisit daily to guide you in living intentionally through your next chapter. Think of it as your “refrigerator magnet;”  a simple, powerful reminder of your priorities, intentions, and next steps.

 In addition, I offer deeper tools and guided processes in each of the Five Key areas to help you build new habits, strengthen self-leadership, and live intentionally.  I’m honored to partner with you as you design what’s next in the way that reflects your unique needs and desires.

 Who This Work Serves

Clients who benefit most are reflective and develop their intuition to help uncover their life purpose, so they make a positive impact wherever they decide to give time. It could be working on their significant life relationships, in their community, or continuing within an organization. This coaching can be done one-on-one, in groups, with couples, or as part of broader talent or life-transition programs.

 

My Commitment to You

I am certified and trained in these methods and deeply committed to ongoing study in this field. My role is to guide, support, and challenge you—in a way that integrates mind, body, and spirit—so you can step into your next chapter with confidence and joy.