Services

Retirement transition services 

Wondering if Next in Life services are for you? Let’s chat! You can tell me what it is you are looking to achieve, we’ll explore what may be holding you back, and we’ll see how we make out.

There is absolutely no charge for this 30 to 60-minute conversation. If you experience value from our conversation and want more, we can work out which of the following best serves your needs: 

Retirement readiness assessment

Not sure where to begin with retirement planning? Or you’re retired, and things aren’t going as you had anticipated but you can’t put your finger on what is wrong? Start here.

  • You’ll get either the “Retirement Success Profile”  (RSP)™ or the “Life Options Profile” (LOP)™  to complete; we’ll decide together which best suits your situation; and then you’ll get a personalized report when the completed questionnaire is submitted.
  • These questionnaires help us explore your attitudes and beliefs about life after career and the degree to which your current lifestyle supports a successful retirement.
  • We’ll do a 1.5 hour debrief and coaching session to explore areas for future consideration.
  • You’ll walk away with a short-term action plan as well as a copy of either The New Retirement or What Color is Your Retirement.
    If this experience excites you to explore more, you can roll into the Catalyst Program.

Fee: $300

Catalyst Program

Can’t see yourself chilling for the rest of your life once retired? Or you’re a few years into retirement and thinking “Is this it?” and feeling “I’m not done yet!” The Catalyst Program will accelerate your ability to create the inspired, impactful life you want.

This 8-week program uncovers your attitudes, beliefs, values, skills, strengths and more as part of the process to unleash your best self for the inspired, impactful life you want. It includes:

  • The “Retirement Success Profile” (RSP)™  or the “Life Options Profile” (LOP)™  to complete; we’ll decide together which best suits your situation; these questionnaires help us explore your attitudes and beliefs about life after career and the degree to which your current lifestyle supports a successful retirement.
  • Other assessments appropriate for you including values and strengths assessments.
  • Ten hours of coaching. The initial and final coaching sessions are two hours long, with one-hour coaching sessions for the remaining weeks.
  • Support between coaching sessions via email, text messaging and phone as desired to keep you moving through your discovery process.
  • You’ll create a roadmap that helps you free up time for what is meaningful to you, a sense of direction, a feeling of internal alignment, and excitement about where you see your life heading.
  • Fee: $2,000

Speaking engagements

Custom-designed to address audience interests and provide an overview of opportunities and challenges faced with retirement.

Fee: Starting at $300

Workshops

Half-day workshops custom designed around participants’ results from the “Life Options Profile” (LOP)™ completed by all participants in advance of the workshop. Other pre-workshop exercises may need to be completed by participants to maximize workshop time.

Fee: Starting at $1,800. Minimum six people.

Newsletter

  • A regular newsletter featuring in depth exploration of issues and resources about the transition to retirement and beyond is available for free by subscription.
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