experienced . confident . dedicated . different

Retirement is a very personal thing.  There are no “cookie cutter” approaches.  If you want to achieve your retirement dreams and live this next phase of your life to the fullest,  working with a certified retirement coach can help you make that happen!

Each of my programs are customized to the needs of each of my clients. I offer a variety of packages: 

1.) Retirement Options Program is a shorter program designed to help the client identify where they are well prepared for the retirement transition, and where there may be any areas that additional preparation would increase success. 
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2.) Retirement Life Portfolio Design is a longer program that begins with a customized series of 8-10 assessments followed by individual coaching session spread monthly across 6 months (2 x month) or 12 months (1 x month) that results in a well developed portfolio of optional activities in each of 10 key (portfolio) buckets that fully support healthy active living. 
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