RETIREMENT INSIGHT INTENSIVE

Are you a new retiree or within 2-5 years of retirement? Get fresh insight into your biggest question, challenge, or opportunity.

Retirement is a significant milestone that hits all of us at some point — whether we plan to continue working in some capacity or not. And retirement in the 21st century is turning out to be a different experience altogether. Traditional norms and expectations are proving to be unsuitable for the world we live in now. And the reality of longevity provides both opportunities and challenges for many of us.

If you have a list of specific questions about pre-retirement strategy, a list of post-retirement concerns, need help and require information synthesized to guide your future, then Retirement Insight Intensive is for you.

Why Work With Me

For over 20 years, I helped leaders design and implement change in their organizations to achieve their business goals and thrive forward.

When I left my corporate life behind, I applied this specialization — how to bring about and manage change — and refocused it to address individual goals, especially as we get older.

I’ve been researching and writing about personal growth in midlife transitions since then. Through this deep focus, I’ve developed a framework through which I guide people (as well as myself!) as we transition from our careers into modern retirement and beyond.

Today, my skills and experience, complemented with a practical model, inspires and instructs smart midlifers who are motivated to get even better individuals and wring the most out of the second half of life, into retirement in the 21st century.

People come to me expecting a deep and wide knowledge and experience, to be able to ask them critical questions that guide their thinking and answer their questions to clarify plans. I do these, as well as provide insight, resources for discovery and encouragement.

Note: I am not a financial planner and I focus on non-financial aspects of retirement planning.

I’d love to help you achieve your goals. Let’s get started.

Retirement Insight Intensive

Together, we will get to the essence of your concerns, answer your questions; cover as much ground as we can, and leave you with a clear sense of what to consider, what to do next... or what not to do.

There is a pre-work of around 30 minutes to ensure the value of our time together. You’re in the driver’s seat on what you want to get out of the one hour and 15-minute session.

One week after our session, you’ll receive a summary report, suggested next steps, and relevant resources to explore.

Total Investment: $300

Let's get started!

How to reserve:

  1. Click the “Reserve” button below (currently booking 2 weeks out).

  2. Select a time on my calendar that works for you. Note: Our call will be for 1 hour and 15 minutes.

  3. Pay via the Calendly booking page.

Still curious about me and my street cred? 😊

  • Over two decades of experience at senior leadership capacity, helping leaders drive change to help achieve organizational goals

  • Two bachelor’s degrees: one in Accounting and one in MIS

  • Certifications in negotiation and project management

  • Long-term career mentor/advisor, 5 years in a professional capacity

  • Six years as host of Second Breaks, where I’ve produced hundreds of transition and pivot stories

  • 1+ years as publisher of Midlife Cues, a newsletter about personal growth and intentional living in midlife

  • Author of Break Free: The Courage to Reinvent Yourself and Your Career

  • 2+ years at Yellow House Media, responsible for podcast production for several clients

I look forward to helping you achieve your goals.