Coaching

Explore your options. Invest your time wisely. Build your legacy.

What will you do when you retire?

“There are a lot of people – some very smart people – who don’t know what to do with themselves once they retire.”

Build an action plan for your next chapter. We work with you to create a personal nonfinancial retirement lifestyle plan that reflects your priorities and values. Start with a validated assessment of retirement readiness and a series of one-on-one coaching sessions to set the stage. Consider your retirement transition timeline, family dynamics and personal bucket list. We partner with you to get started. Sessions offered by video or phone.

Whether you are ready to retire or still thinking about it, we can examine future options and work together to bring things into focus. Continue to find happiness.

Often a ‘life of leisure’ is difficult for people who have been busy and worked because they enjoyed working. Your calendar may be busy with fun activities but perhaps lacks meaning or purpose.

Equally difficult can be dealing with a recent life transition event such as divorce, illness or death of a partner.

Individual coaching sessions are offered by via Zoom.

Assessments

Retirement Success Profile (Taken Online)

An individual assessment of 15 success factors contributing to a meaningful retirement. Provides valuable information about areas where participants are adequately prepared and areas requiring more attention. Assessment includes a personalized report useful for further planning on retirement readiness.

Life Options Profile (Taken Online)

An assessment tool that provides results on six areas of retirement readiness. Participants receive a personalized report which can offer actionable insights for retirement preparation. Useful for individuals planning retirement and organizations interested in providing an additional health and wellness program.

Upcoming Community Events

Introduction to Nonfinancial Retirement Planning (Virtual)

Los Altos Hills Parks & Recreation
Wednesday, October 26, 2022
1:30-2:00PM
Registration opens Sept. 01
For information please click here

Introduction to Nonfinancial Retirement Planning (Virtual)

Avenidas Palo Alto
No events at this time –
check back soon

Introduction to Nonfinancial Retirement Planning

No Events at this time -
check back soon

Sign up for Coaching Packages

First session: free

Book a 30 minute happiness discovery call for free! During this call we’ll discuss where you are today, what your goals are and make sure we are a good fit together. Get in touch to set up your free call.

Assessment and insights package

Complete the Retirement Success Profile or Life Options Profile and follow up with a personal insights session with Lyn. A great place to start thinking about your retirement happiness.

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