Retirement Coaching
Retirement is the ultimate career transition so let’s Shape your Retirement together!
Your Coach is like your personal guide to Shaping Your Retirement - the ultimate next chapter of life— one filled with purpose, adventure, and hopefully, a lot of fun!
We’re not here for your finances (you’ve got your Financial Partners for that); we’re here to help you thrive in every other way: pre-retirement & post-retirement.
Pre-Retirement Coaching
You are thinking about or nearing retirement, exciting times for sure.
Many people spend all their working years thinking about retirement. They have a few ideas of what to do next but putting these ideas into practice can sometimes be a challenge.
With retirement coaching we help people identify their journey and plan their next steps.
Post-Retirement Coaching
We work together to you in shaping your retirement goals.
Create realistic expectations
Work Reorientation
Adaptability
Manage the emotional rollercoasters
Identify interests
Rediscover you
Create your new normal
What’s the difference?
Retirement Coach vs. Retirement Planner vs. Retirement Adviser
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Focuses on the whole picture—helping you manage the emotional, social, and mental aspects of retirement, not the finances. They provide holistic support, guiding you toward a well-rounded and fulfilling life after work.
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Their main job is to help with long-term financial planning. They’ll figure out how much money you’ll need to retire comfortably and help manage your savings so you’re financially secure during retirement.
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These professionals help retirees with more specific money-related tasks like managing investments, creating budgets, and saving. Some also specialize in tax planning or investment strategies.
Note: Some Advisors may also be Planners.
