My philosophy, coaching info & more

What is retirement transition coaching?



First and foremost, it is important to keep in mind that retirement from work is a process and not a single, one-time, event. Retirement lifestyle transition coaching draws primarily from the disciplines of sociology, psychology, career counseling, mentoring, behavior modification, psychometric testing, modeling, vocational counseling, leisure time counseling and rehabilitation counseling.



However, unlike counseling or therapy, coaching focuses on the present with the goal of improving or changing the future. Coaching does not delve into a client’s childhood or upbringing. In short, coaching is designed to help get you from where you are today, to where you want to be or who you want to become. 



The focus of coaching is on identifying, committing to, and completing realistic action steps or goals. Coaches do not diagnose and generally do not give advice. My job as a coach is to listen to you, to ask clarifying and thought-provoking questions and to help that lightbulb go on in your head. You can expect to have to do some real soul searching or self-reflection to facilitate being able to identify the action steps or goals that will get you on a path to a more purposeful and meaningful retirement.

Reasons to Invest in Retirement Transition Coaching


  1. The biggest challenges most retires face are not financial, but personal.

  2. It is easier and faster to discover your retirement options when you have a coach to help you plan for the transition and associated changes.

  3. You will be provided with information and tools needed to make informed decisions and avoid the usual trial-and-error process saving you months, possibly years of time.

  4. Retirement coaching puts YOU, the client, at the center of the process. There is no one better.

  5. The value of information, knowledge and tools you’ll receive were acquired over decades of professional work experience and are, as the punchline says in the MasterCard commercials, priceless.


Please note that my preference is for small group coaching sessions of 5 to 10 individuals which includes individual coaching sessions as needed. I have found this method to be more effective from a process standpoint as well as more cost-effective for my clients. So get a few of your friends together and contact me!