No Regrets Retirement Programs

What Is a No Regrets Retirement?

No Regrets Retirement is about exploring all aspects of designing a dynamic and rewarding retirement lifestyle and creating a plan of action. It is the discovery of a lifestyle that is aligned with your values, priorities, and life purpose.

Retirement today is not like that experienced by our parents or grandparents. Now we can anticipate living 30 or more years after what was the "traditional" retirement age of 65. Yet, even though we are living longer, many of the thinking, beliefs, and techniques used to prepare for retirement have changed very little.

I believe that retirement is a transition, not a destination. It is more important to focus on what you are retiring WITH and TO, rather than what you are retiring FROM.

Designing a No Regrets Retirement requires different skills than it did in the past. New and soon-to-be retirees need to invest first in themselves. An equal amount of time should be invested in replacing one's work identity, establishing a healthy and active lifestyle, staying socially connected and cognitively engaged, strengthening relationships, and finding meaning and purpose as is spent on traditional retirement planning.

Retirement planning requires knowledge, effort, and a lot of work you may not be equipped to do on your own. Retirement prep can include developing new ways to measure personal success when there is no longer a paycheck, title, and performance evaluations that served as a benchmark for success. These are some of the other skills that may require development:

Learning to communicate about difficult issues
Saying "No" to adult children of other family members or friends
Developing a schedule for getting out of the house, learning new things, and meeting new people
Exploring different work or volunteer options
Developing a "realistic optimism" about life and aging

The Retirement Intelligence Assessment is the only tool that measures personal readiness for retirement rather than financial preparedness. It's the first retirement program that puts people ahead of their money.

The No Regrets Retirement Programs are designed to guide you to gain clarity on your identity and have enhanced self-awareness, clarity of purpose, and an action plan for a meaningful, fulfilling, and joy-filled path forward.

Create Your Next Age, New Path Action Plan

Whether you choose to work with me individually, as a couple, or in a small group workshop, we’ll develop a personalized roadmap that aligns with your vision for this next stage. Together, we’ll craft a tailored action plan to help you step confidently into your Next Age with purpose, connection, and fulfillment.

Free Introductory Webinar

Re-imagine Retirement Workshop

Fun and creative approach to retirement that focuses on planning for the everyday life aspects of it.

Learn how to make your retirement a time of life that is truly meaningful, answer the three most powerful, retirement questions that will change it forever, re-invent yourself, prepare for important conversations to strengthen your relationships, and develop wellness habits for your body, mind, and spirit.

Through interactive exercises you will step outside the box, to leave behind the traditional thoughts, images, and processes associated with mainstream retirement planning and see it in a new light, a truly fresh perspective.

We'll go through five separate exercises that will put you in different frames of mind and situations. We'll be talking about something completely new...you! Your mental, social, and physical well-being…your relationships and your identity, who you are and what you stand for.

Retirement Intelligence Assessment

Are you planning your retirement date? This assessment is perfect to help you prepare for this transition.

The foundations for this program are rooted in more than a decade of research, discussions, and interviews surrounding common failures, challenges, and missteps in both the retirement decision-making process and the transition into the next phase of life. As a result, we have learned that making the best possible transition requires a high level of Retirement Intelligence or Retirement Quotient (RQ).

The RQ Experience:

Pinpoints how the emphasis on age and assets, along with other fatal flaws, sets people up to fail
Explains how a combination of IQ (Intelligence Quotient), EQ (Emotional Quotient), SQ (Spiritual Quotient), and AQ (Adversity Quotient) fosters Retirement Intelligence or RQ. The key components of it are Knowledge, Understanding, Purpose, and Mindset
Engages you in more powerful questioning to develop a new sense of purpose and identity and cultivates a more resilient mindset around aging, longevity, and legacy
Provides insight and context for transitioning your current thoughts, feelings, and behaviors into your new retirement reality while addressing any variations that may arise

How it works

RQ Assessment is an online 56-question measure of non-financial retirement readiness.
The assessment scores in three key areas (1) Retirement Knowledge, (2) Work Life and (3) Personal Life.
A 16-page personalized report
One-on-one meeting to go over the assessment report in detail
Your next step options to enhance your retirement transition

If, after our time together, you would like to continue and create an action plan for a tailor-made retirement, you can apply this investment toward a full coaching program purchased within two weeks post-wrap-up.

Personalized Coaching

Next Age Navigator: Mapping Your Path to a Rewarding Retirement

Whether you're in the planning stages of retiring or already retired, navigating the transition from a career to retirement can be challenging. Maybe you face some of these challenges.

Loss of identity
Lack of purpose
Changes in lifestyle

Discover your WHY and the behaviors, beliefs, and motivation so you can create your unique "Retirement Action Plan" for your new path to your best next age.

You will receive:

Retirement Intelligence Assessment to measure your personal readiness for retirement
One 1- hour session to review the assessment report in detail
Six 30-45-minute coaching sessions typically within the first three weeks of the month to allow time for processing, application, and catch-up
Call Strategy form to help you prepare for each call with the ability to make changes in our path if needed
Post-Session Recap form for accountability and to capture the benefits of your coaching session
Online Private Client Log to create a record of your challenges, questions, breakthroughs, successes, and celebrations
Private Client Portal to keep everything we do together organized in one place
Additional Resources - Exercises, tools, etc., for added benefit in creating your retirement lifestyle plan
Deep dive into key factors to avoid common traps and pitfalls and proactively enhance your Retirement Quotient and pinpoint areas of strengths and opportunities
Action steps you need to live retirement at its fullest
Final wrap-up session to review your Retirement Action Steps

This will raise your awareness about your thoughts and attitudes toward retirement and pinpoint some areas of opportunity and stress.

If, after our time together, you would like to continue and create a retirement plan that resonates with your identity, leverages your skills, and aligns with your core value, you can apply this investment toward a full coaching program purchased within two weeks post-wrap-up.

Life's Remix: Re-imagine Retirement with Purpose & Passion

This is your opportunity to reshape the way you view retirement completely. We will work on the three most important aspects of creating your vision to live a happy and fulfilling life in your next age.

Identity - Find You...Reimagined
- Work is a big part of who you are, but there is more. Together, we'll discover your post-career identity that excites you.
Purpose - Find Your WHY
- We'll shift your perception and focus of your identity from work-based to one rooted in your core values, skills, and strengths
Connection - Find Your People
- Create a plan to build and strengthen your connections with family, friends, and community
- Explore new opportunities to stay connected and mentally active

You will receive:

Retirement Intelligence Assessment to measure your personal readiness for retirement
One 1-hour session to review the assessment report in detail
Nine 30-45-minute coaching sessions typically within the first three weeks of the month to allow time for processing, application, and catchup
Call Strategy form to help you prepare for each call with the ability to make changes in our path if needed
Post-Session Recap form for accountability and to capture the benefits of your coaching session
Online Private Client Log to create a record of your challenges, questions, breakthroughs, successes, and celebrations
Private Client Portal to keep everything we do together organized in one place
Additional Resources - Exercises, tools, etc., for added benefit in creating your retirement lifestyle plan
Deep dive into discovering yourself to define who you can be
Action steps for exploration of purpose and meaning so you are prepared, capable, and willing to live retirement at its fullest
Retirement Action Plan to highlight the gaps between perceptions and reality and have the right mindset to create a realistic vision of everyday life in retirement
Final wrap-up session to review your Retirement Transition Action Plan

This will raise your awareness about your thoughts and attitudes toward retirement and pinpoint some areas of opportunity and stress.

You will have enhanced self-awareness and a meaningful structure to the day with clarity of purpose, knowing who you want to be in the next age.

Which path is right for you?

Let's explore with a complimentary, no-obligation Next Age, New Path Discovery call. I'll ask you to complete a short form so we'll be ready to go when we meet.

Together we will:

Explore your ultimate "Retirement Vision"
Find out what your biggest fear is about what retirement will be
Outline the first steps for your retirement transition
We'll also determine which No Regrets Retirement program is the best for you right now for the results you desire
You'll walk away with a new perspective to make sense of life in retirement and your first steps toward your "Retirement Vision"

It's time for you to create your No Regrets Retirement! Schedule a Next Age, New Path Discovery call Now!