Who Is This Program For?

This program is ideal for people who are:

• Approaching retirement
• Newly retired
• Retired for a while and asking “Now What?”

How Does it Work?

One-on-one coaching is all about you! It offers personalized support focused on you and what matters most to you. This is a collaborative, supportive space to explore possibilities and design a retirement that feels right for you. In regular video or phone sessions, we’ll focus on the non-financial side of retirement, including replacing your work identity, purpose and meaning, staying socially engaged, and how you want to spend your time, so you can design a next chapter that truly fits.

What’s Included?

The program is designed to give you a better understanding of what you want for your life in retirement and a path forward to intentionally shape your life in a way that reflects your values and what’s most important to you. The program includes:

• A Framework of 6 Key Areas of Retirement to get out of autopilot and intentionally design a retirement life that is meaningful to you
• A personalized path forward that you create, on your own terms
• The Retirement Wellness Workbook, including a concrete, comprehensive action plan for the non-financial side of retirement, that covers the 6 key areas of retirement, and additional worksheets/exercises
• 6 video or phone sessions (1 hour each)
• Email support between sessions
• BONUS: “Next Chapter Planner” which is a year long planner where you can create a a 6-month plan, do a 6-month check-in, and a one-year review that addresses the 6 key areas

Who Is This Program For?

Maybe work still pays the bills but no longer feels satisfying. Maybe you’ve been laid off and aren’t sure what you actually want next. Or, maybe you’re thinking about early retirement and don’t want to “stop working” so much as stop doing work that no longer fits. Maybe you’re simply ready to stop doing work on someone else’s terms, and start doing it on your own terms. But, you’re not sure what exactly you want to do or how to get there. If you’re ready to be thoughtful about what comes next, without pressure to make a dramatic leap, then this program is for you.

This program is ideal for people who are:

• Still working but feeling stuck and craving more meaning
• Recently laid off and figuring out what’s next
• Considering “retirement” but wish to continue working in some capacity and on your own terms

How Does it Work?

One-on-one coaching is personalized support focused on you and what matters most to you. In regular video or phone sessions, we’ll focus on:

• “The WHY: Why Meaning, Why Now?” We start with your current situation: what’s prompting this question, what feels unsustainable or missing, and what you’re no longer willing to organize your life around. It’s about starting your “work for meaning” journey with a solid foundation or anchor. You leave with a clear understanding of why this work matters to you right now.
• “The WHAT: What Kind of Work Fits?” We explore your core sources of meaning, energy patterns, real-life constraints, and generate 2–3 viable directions, such as part-time work, consulting, creative projects, advocacy, and more. You leave with a Meaning Profile and a short, manageable Meaningful Work Shortlist of paths worth exploring.
• “The HOW: What’s Actually Feasible?” We take each option out of abstraction and into reality, examining time, energy, risk, and what you already bring, and without all-or-nothing thinking. You leave with a Feasibility Snapshot for each direction and clarity about where to focus first.
• “The ACTION: What’s the Next Right Step?” Rather than forcing a big decision, we design a 90-day meaningful work experiment: clear learning goals, 3–5 concrete actions, and built-in room to adjust as you go. You leave with a realistic 90-day Action Plan you can begin right away.

What’s Included?

The program provides a framework to get you out of autopilot and intentionally shift to work for meaning in a way that reflects what matters most to you. And it gives you a personalized path forward that you create, on your own terms. The program includes:

• A Framework of 6 Key Areas that focuses you on shifting to work for meaning in the broader context of your life
• The 4 A’s Repeatable Decision Framework for Work For Meaning that guides our work together (Anchor, Align, Assess, Act)
• A personalized path forward that you create, on your own terms
• The Work For Meaning Workbook, including a 90-Day Action Plan for a meaningful work experiment, and additional worksheets/exercises
• 6 video or phone sessions (1 hour each)
• Email support between sessions
• Better understanding of what you want to do for work for meaning and a path forward to intentionally shape your life in a way that reflects your values and what’s most important to you
• BONUS: “4 A’s Repeatable Decision Framework Cheatsheet” that you can use to make decisions in the future (e.g., for difficult decisions about job changes, starting a business, consulting or PT work, saying yes or no to opportunities that come up years down the road)