Therapy looks at your past e.g., healing old wounds or resolving unfinished business.

Coaching looks to the future e.g., identifying possibilities, creating structure, and helping you take purposeful action.

Knowing these definitions, you can decide which option is best for your current needs.

That’s a fair question. I’m not retired myself, and I don’t pretend to be. What I bring isn’t my own retirement story — it’s a proven process, professional coaching training, and years of experience helping people navigate during times of transition.

Here’s what qualifies me:

• ICF Training & Standards — I’ve been trained and credentialed through the International Coaching Federation, which holds coaches to the highest global standards of ethics, effectiveness, and professionalism. That means you’re working with someone who is skilled in the art and science of coaching — not just offering casual advice.

• Career in Change Management — My background includes years of working with individuals and organizations through major transitions. Retirement is one of the biggest transitions you’ll ever face, and I bring tested tools to help you navigate it with confidence.

• Specialized Retirement Focus — Unlike general life coaches, I focus specifically on the paradoxes of retirement. My entire approach is designed to help you move beyond financial planning and into lifestyle planning.

• Your Experience + My Process — You bring decades of life and career wisdom. I bring a structured process to help you shape that wisdom into your next chapter. Together, we create a retirement that is purposeful and balanced.

That’s perfectly okay. Many clients start with curiosity, not certainty. What I recommend is a conversation — no pressure, no obligation — to explore what’s on your mind about retirement. You’ll leave with clarity about whether coaching is the right next step for you.

Coaching isn’t about me handing you a giant to-do list. It’s about creating a plan that fits you — your pace, your energy, your priorities. Some clients dive in with big projects, others take smaller steps that feel sustainable. Both approaches are valid.

What matters isn’t checking off every box — it’s that you’re making meaningful progress in the direction you want to go. As your coach, I’ll help you choose the right amount of work for where you are, and I’ll keep you accountable without overwhelming you.

In other words, this is not about doing everone. It’s about doing the right work — the pieces that will actually make your retirement feel fulfilling, purposeful, and uniquely yours.

Over a 90-day period, we would meet for 6, 1-hour session. Sessions are scheduled for the same day and time every other week.

We can easily make adjustments to this schedule to accommodate travel, holidays or other commitments as needed.

Absolutely — and many people try. The challenge is that information alone doesn’t create transformation. You can gather endless ideas, but it’s hard to filter what matters, stay accountable, and move from ideas into action. Coaching gives you something these esources can’t:

• A thinking partner who reflects back what you can’t see on your own.

• A structured process that moves you from reflection to action.

• Accountability to keep you moving forward when resistance shows up.

You can collect ideas from ChatGPT (or anywhere else) — but coaching turns those ideas into a plan you’ll actually live.

That’s a wise question — and the truth is, retirement coaching is an investment in protecting the life you’ve worked so hard to create.

You’ve already invested decades building your career and saving financially for retirement. But money alone doesn’t guarantee fulfillment. Without a clear plan for your time, identity, and purpose, it’s easy to feel lost, restless, or dissatisfied — no matter how financially secure you are.

Retirement coaching helps you:

• Avoid costly mistakes like drifting into boredom, overcommitting out of guilt, or making choices that don’t align with your values.

• Make the most of your financial plan by aligning it with a lifestyle plan — so your resources fuel meaning, not just comfort.

• Gain clarity and focus faster than trying to figure it out alone, which saves time, energy, and money in the long run.

You invested in your financial security. Coaching ensures you also invest in your personal fulfillment — so those savings translate into a life that feels rich, not just funded.