Retirement coaching programs
Retirement is one of the biggest transitions you’ll ever make. It deserves more than vague advice or “we’ll see how it goes.” These programs help you design your next chapter with clarity, structure, and momentum—grounded in the 5 Ps: Purpose · People · Pace · Play · Projects.
In 20–30 minutes, we’ll clarify what you want and choose the best-fit program.
Which program fits you best?
- If you want clarity and structure fast: Retirement Transition Sprint
- If you want to launch meaningful hobbies/skills: Avocation Builder (Most Popular)
- If retirement is changing your relationship rhythm: Couples Retirement Reset
Program 1: Retirement Transition Sprint
Clarity, structure, and confidence—fast
This focused sprint is designed for people approaching retirement—or newly retired—who want a clear plan instead of guesswork. We move quickly and intentionally to replace uncertainty with a 90-day operating plan you can actually live.
What this program delivers
- A clear weekly rhythm that supports health, energy, and enjoyment
- A reframed sense of identity beyond work
- A realistic plan for connection, community, and time use
- One meaningful starter avocation selected and launched
- A written 90-day roadmap so you know exactly what comes next
Best fit if you:
- Are retiring in the next 3–12 months or recently retired
- Want structure without over-commitment
- Feel excited and uneasy about how retirement will actually feel
Why this works: Focused coaching early in a major transition prevents months (or years) of drifting.
Program 2: Avocation Builder
Turn curiosity into mastery, routine, and joy
This is the flagship program for people who want retirement to feel alive, engaging, and purposeful—not just “pleasant.” Together, we identify, test, and establish one or two avocations that bring meaning, challenge, and connection into your weekly life. This isn’t about dabbling. It’s about building something that sticks.
What this program delivers
- A structured discovery process to identify high-fit avocations
- Guided “tryouts” so you don’t overcommit—or stall
- A clear practice rhythm that fits your energy and lifestyle
- Built-in social connection through classes, clubs, or groups
- Momentum toward mastery, not just participation
Best fit if you:
- Want to learn something new or return to a long-set-aside passion
- Miss challenge, progress, or a sense of “getting better”
- Want retirement to feel expansive—not empty
Why this investment makes sense: Avocations can become anchors for identity, community, joy, and confidence. This program replaces years of trial-and-error with guided clarity and accountability.
Program 3: Couples Retirement Reset
A shared rhythm that works for both of you
Retirement changes a relationship—even strong ones. More time together, shifting roles, and different expectations can create friction. This program helps couples re-design daily life so retirement strengthens the relationship instead of straining it.
What this program delivers
- Clear agreements around time, space, and routines
- A shared weekly cadence that respects individual needs
- Reduced tension around expectations and boundaries
- Space for shared activities and separate avocations
- A written summary of decisions and rhythms you’ve agreed on
Best fit if you:
- Are retiring at different times
- Feel out of sync around schedules or priorities
- Want retirement to be a shared adventure—not a negotiation
Why couples choose this: Small adjustments made early prevent bigger resentments later.
What’s included in every program
- Structured pre-work to clarify goals and priorities
- Coaching grounded in the 5 Ps framework
- Practical tools (not worksheets that gather dust)
- Clear next steps after every session
- Accountability and course correction as life unfolds
- Optional coordination with your financial advisor (life-side alignment)
About pricing
These programs are priced to reflect the significance of the retirement transition and the value of a defined beginning, middle, and end. Most clients see this work as an investment in daily quality of life, health and engagement, and relationships and fulfillment.
Let’s build a retirement that feels like you.
We’ll choose the right program and get you moving with confidence.