Frequently asked questions.

What is coaching?

Coaching is a process designed to support individuals in achieving their personal or professional goals. It involves a collaborative relationship between a coach and a client, where the coach helps the client clarify their objectives, develop strategies, and overcome obstacles. This process is client-centered, focusing on the client's needs, strengths, goals, and aspirations.

What is retirement coaching, and how can it benefit me?

Retirement coaching is a personalized process that helps you navigate the transition into retirement with clarity and confidence. Unlike financial planners, retirement coaches focus on the emotional, psychological, and lifestyle aspects of retirement. We help you shape a fulfilling life after work, offering guidance on lifestyle planning, emotional support, and finding new purpose and identity.

How do I get started with retirement coaching?

Getting started is easy! Simply contact us to schedule your free initial consultation. During this session, we’ll discuss your goals, answer any questions you have, and determine the best way we can support you in shaping your ideal retirement.

How long does a coaching session last?

A 1:1 coaching session typically lasts between 45 minutes to an hour. However, the length of the session may vary depending on the needs of the client.

How long does the coaching process take?

The duration of retirement coaching varies depending on your goals and needs. Some clients may benefit from just a few sessions, while others find ongoing support helpful as they navigate this transition. During your free initial consultation, we’ll discuss your needs and create a plan that works best for you.

Is our coaching private?

A 1:1 coaching session is always private and held in confidence.  It is not the coach's job to tell your stories. We will always ask for your permission to share a case study.  

Is retirement coaching conducted in person or online?

Most of our coaching programs are online coaching sessions. Our online sessions are conducted via a Zoom video or Skype call, providing the same level of support and interaction as in-person meetings.  

What happens in the monthly group check-ins?

Our monthly group check-ins provide a supportive community environment where you can connect with others on their retirement journey. These sessions include guided discussions on various topics, peer support, and opportunities to share experiences and learn from one another.

What can I expect in a 1:1 coaching session?

In a 1:1 coaching session, you can expect a personalized, confidential conversation focused on your unique retirement goals and challenges. We’ll explore your vision for retirement, identify any obstacles or concerns, and work together to create a plan that aligns with your desired lifestyle.

Who can benefit from retirement coaching?

Anyone approaching retirement, recently retired, or even those who have been retired for a while but feel something is missing can benefit from retirement coaching. Whether you're excited, anxious, or unsure about this new phase, we can help you create a plan that makes the most of your golden years.

How is retirement coaching different from financial planning?

Financial planners focus on managing your money, investments, and ensuring you have the financial means to retire.   As retirement coaches we address the non-financial aspects of retirement. We help you plan how to spend your time, discover new passions, maintain emotional well-being, and shape a balanced and meaningful lifestyle.