Retirement Coaching Options

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We'd love to support you
in your retirement transition journey.


We would be happy to assist you,
in one of two formats:

OPTION 1: individual Coaching Sessions (by the hour)

You can use these sessions in the quantity and frequency that works for you, defining the specific areas you’d like help with.

Visit our Appointments page to learn how to schedule these sessions, which are available online, by phone, or in person, with either Carrie or Steve, depending on your preference and need.

OPTION 2 – Retirement Transition Packages 

Provided by Steve, these packages offer a more structured and comprehensive coaching process, to guide and support you through your retirement transition.

Each package begins with a 30-minute complimentary Discovery Call with Steve, which you can learn about and schedule from the Appointments page.

Steve’s available retirement coaching packages are as follows:

Initial Discovery Package

$
  • Designed for people who are curious about discovering how prepared they are for retirement across key success factors, using an in-depth online assessment tool.
  • INCLUDES:
  • - Interpretation of your Custom Assessment Report, in a 90-minute discussion with a Certified Retirement Coach

Kick Start Package

$$
  • Designed for those who are ready to take charge and invest in creating their vision and an action plan for their Retirement transition.
  • INCLUDES:
  • - An evaluation of how prepared you are for retirement across key success factors using an in-depth online assessment tool
  • - SIX one-on-one sessions with a Certified Retirement Coach conducted over two months to discover your Encore Life Dreams, Vision, and Goals
  • - Email and text messaging support, between-session "homework", and up to 2 impromptu calls as needed
  • - Guidance and support in creating your customized Action Plan with strategies and tactics to help you take charge of your transition.
  • - Spouses and significant other are allowed to participate in your session or purchase additional sessions at discount rates

Sustained Impact Package

$$$
  • Designed for those who want to go further and work with a coach through the implementation of their Action Plan.
  • INCLUDES:
  • - An evaluation of how prepared you are for retirement across key success factors using an in-depth online assessment tool
  • - TWELVE one-on-one sessions with a Certified Retirement Coach conducted over three months to discover and implement your Encore Life Dreams, Vision, and Goals
  • - Email and text messaging support, between-session "homework", and up to 2 impromptu calls as needed
  • - Guidance and support in creating your customized Action Plan, with follow-up strategies, tactics, and support for the implementation of your plan.
  • -“The New Retirement” or “What Color is Your Retirement” (books by Richard Johnson, Ph.D.)
  • - Spouses and significant others are allowed to participate in your session or purchase additional sessions at discount rates
  • - One-on-one coaching to implement your Plan.

Goal Identification

1. Goal Identification

We'll help you identify your goals and objectives, and then make a plan to help you fulfill them over time.

Strategy Development

2. Strategy Development

We'll help you strategize a practical, step-by-step process for fulfilling your vision and objectives.

Education & Training

3. Education & Training

We'll provide training, written materials, and workshops to continuously expand your knowledge and skills.

Support & Accountability

4. Support & Accountability

We'll help you decide on your specific steps forward; then cheer you on as you report your progress.

Don't just retire from your old life.
Retire to your new life.


Through this important transitional time, a retirement coach can serve as a guide, mentor, and cheerleader, providing support, motivation, and accountability. Your coach can help keep you focused from week to week, in taking powerful daily steps toward building your fulfilling, productive and rewarding Encore life. In this transformative process, your coach will support you in completing your life’s work, fulfilling your life’s purpose, and leaving a meaningful legacy.


 

Retirement Coaching

- Strategizing retirement 
(beyond just the finances)
- Building a meaningful Encore Career
- Retirement transition
- Strengthening marriage after retirement.