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Beach Walkway

Purposeful Retirement Pathway

APPROACH RETIREMENT WITH CONFIDENCE & JOY

Your personalized pathway to a successful retirement

I offer a holistic approach to retirement, designed to meet you where you are- whether you are just starting to think about retirement or looking for a clear pathway to navigate this career and life transition. My personalized programs are designed to fit your needs and provide the tools and strategies to move forward with confidence and purpose. 


Choose from the 4-week foundational "Retirement Pathway" program, offering essential guidance for a successful transition, or the 8-week extended program for deeper insights and clarity as you move forward from full-time work to full or part-time retirement. These transition coaching programs focus on mindset, lifestyle, and purpose.

4-Week Retirement Pathway

This foundational program helps participants clarify their retirement goals and assess their readiness for this life transition. By the end of the 4-sessions, they will have an initial retirement plan tailored to meet their emotional, social, and lifestyle needs in alginment with their financial outlook. 

1

Get to know each other

  • Identify your readiness for retirement 

    • How does your work define who you are?​

    • What purpose does work serve for you?

    • If you weren't working, what would you do?

  • Share your retirement vision

    • Lifestyle goals​

    • Location

    • Work and purpose

  • Homework: Complete assessments and draft your retirement vision

2

Understand your mindset & barriers to retiring

  • Explore readiness assessment results

    • Financial​

    • Psychological and Emotional

    • Self-Assessment

  • What are your biggest challenges?

    • Timeline​

    • Financial

    • Health

    • Relationships and social connections

    • Activities

  • Overcoming retirement anxiety

    • Understand the importance of relaxation​

    • Explore various social, creative, physical opportunities

    • Volunteering opportunities

    • Homework: Select activities that support balance of mind, spirit, body

3

Consider alternatives to full-time retirement

  • Career change

  • Consulting

  • Business ownership: start, buy, franchise

  • Part time: paid, volunteer

  • Homework: Search website and resources to narrow down your alternatives

4

Establish your retirement goals

  • Lifestyle goals

  • Location

  • Work and purpose

  • Homework: create a daily or weekly schedule to replace the structure that work once provided

8-Week Retirement Pathway

The 8-Week Retirement Pathway program includes everything in the 4-week program, plus extended support for greater clarity, confidence, and how to stay active, engaged and mentally sharp.

5

Redefine your values and purpose

  • Discover where your sense of personal meaning comes from now and in the future

  • Uncover your hidden values and purpose

  • Learn how to apply your purpose moving forward

  • Revisit past hobbies and passions

  • Homework: list hobbies or activities that have brought you joy in the past

6

Create an actionable plan

  • Develop a plan that will keep you focused and on track

  • Learn how to structure your days in retirement

7

Manage emotional wellness

  • Acknowledge and process emotions as part of the retirement journey

  • Set realistic expectations and achievable goals

  • Create a routine that balances personal growth with activities you enjoy

8

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Beach Walkway

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