How I Can Help You

One-on-One

Sessions can be in-person, or virtual.

Tier 1 Package: 1 Intake session for 30 minutes. 2 sessions following for 45 minutes each.

Tier 2 Package: Tier 1 Package PLUS additional sessions can be scheduled, if needed.

Small Group, 3-5 People

Sessions will be virtual.

Tier 1 Package: 1 Intake session for 30 minutes. 2 sessions following for 45 minutes each. Per person cost for Tier 1 Small Group will be less than pp cost for Tier 1 One-on-One. 

Tier 2 Package: Tier 1 Small Group Package PLUS additional, individual sessions can be scheduled, if needed.  Individual session costs will be the same as those in the Tier 2 One-on-One session.

The checklist we create will include the following:

Intake Session:

  • The preparation you have done as you start to pivot and retire.
  • When do you plan to exit your career, and what retirement means to you.

Next 2 Sessions:

  • What you have done during your personal life and career.
  • How you spend your time when you are not working.
  • What you would like to do now, that you couldn’t do while working.
  • Specific skills sets and soft skills that you acquired.
  • Your current social network at your job, and in your personal life.
  • What your new social network could look like during retirement.
  • What you need to complete at your workplace before you leave, to ensure that you take all of your hard-earned benefits with you?
  • Your retirement health and wellness preparation.