Questions About Retirement Coaching?

Not at all — this is actually the ideal time. We've found that people who start coaching 5-8 years before retirement have significantly more time to explore who they'll be beyond their career, rebuild social connections, and develop meaningful goals. It takes about 12-18 months of intentional work to move from "I'm leaving my job" to "Here's what I'm building in retirement."

Many people do try that — and then hit a wall around month 3 or 4 when the initial freedom wears off. Without intentional exploration beforehand, you're starting from scratch when your identity has just been stripped away. Our coaching helps you work through that identity transition while you're still grounded in your current role, so you arrive at retirement with direction, not disorientation.

Your financial advisor ensures you have enough money; we ensure you have a life worth living. We focus on the emotional, social, and purpose-driven dimensions that financial plans don't touch — who you'll be, how you'll spend your time, how you'll stay connected, and how you'll navigate the loss of workplace identity and structure.

This is actually quite common, and we work with it directly. We offer individual sessions to honor each person's readiness level, plus joint sessions where you align on shared values and goals. Often, one partner's clarity helps the other move forward too.

Not at all — that's why you're here. Most people come to us saying "I have no idea." The coaching process is designed to help you discover what actually matters to you, separate from what you think you *should* want or what you've been told retirement looks like.

Most people work with us for 6-12 months, depending on how far out retirement is and how much identity work needs to happen. You'll typically meet every 2-3 weeks, with longer sessions early on and shorter check-ins as things clarify. We also offer shorter intensive assessments if you just want a starting point.