Frequently Asked Questions

A retirement coach or life transition coach is a trusted partner who is trained to support clients through major life transitions, helping them move forward with greater clarity and confidence.

Whether you see a major change on the horizon, or you are swimming in an ocean of uncertainty after a change, working with a coach can be helpful. Think of a coach as a guide who has studied the art and science of navigating transitions and uncertainty. As a client, you will use tools and resources to help you gain new clarity about what really matters to you now. Based on what you learn, you will be ready to create a custom, actionable plan for the next chapter of your life.

Coaching is forward-focused and centered on helping you move intentionally into what comes next. It does not diagnose or treat mental health conditions. Some clients choose to work with a therapist at the same time as being coached.

No. Most people have spent years thinking about financial planning for retirement. Coaching is an opportunity to move beyond the finances to design your life to achieve good health, happiness, and purpose. We can recommend Certified Financial Planners if you are also looking for this type of expertise.

If you're asking questions about direction, identity, or what’s next after a big change, coaching can be helpful. Schedule a free 30-minute consultation to explore if it’s right for you.

We offer Private Coaching and group coaching Retreats for individuals and couples, in-person and online.

Our private coaching is organized in two courses designed to be taken consecutively. The ReDefine (What Matters) course is first, followed by the ReDesign (Your Life) course. I recommend completing both courses within 6 months to maintain momentum.

The same content is also offered as a group program over two days, the ReDefine + ReDesign Retreat. Private support coaching is also offered for graduates of the programs. Please see the Private Coaching page and the Retreats page for more details.

After completing the ReDefine (What Matters) and ReDesign (Your Life) two-part program, or the ReDefine + ReDesign Retreat, you will have, (1) a personal vision, strategy, and action plan for the next chapter of your life, (2) an understanding of how to avoid or minimize potential obstacles as you move forward, and (3) greater resiliency to face the expected challenges and unexpected surprises of life

Every situation is unique. Please schedule a free 30-minute consultation to discuss your needs.

Several options including Zelle and Venmo.will be provided when you register for a program. A non-refundable down payment of 25% will be required upon program registration. Credit card transactions will have a minimal fee added to cover processing fees.