Planning & Coaching
There are several ways we can work together to design and carry out a plan for the Second Half of your life.
1:1 Planning
I am finishing my certification to be a Chartered Retirement Planning Counselor. Starting in
January, I can work with you to create a full, detailed retirement plan on your behalf.
While this traditionally has been a financial document, I take a different approach, talking
with you about your hopes and wishes, your concerns and fears. Your personalized plan will
contain exact financial targets and what you need to reach them. But it will also include
options and “what ifs” like “What if we move somewhere with a lower cost of living?” or
“What if I change jobs in a couple of years to reduce my stress and live longer?” Your plan
fee includes a 6 month and 1 year check-in, as well as 1 year access to the GPS app.
You can use the contact form to express interest in a Planning
session.
Couples/Friends Planning
For many of us, planning for our second half involves at least one other person. Whether that’s a spouse, sibling, child or friend, we may be making decisions and pooling resources with someone else. Hell, you might be creating an intentional community with several people! We’re Gen X, we’re not going to retire like our parents!
In these sessions, I work with both (or all!) of you to discuss goals, dreams, wishes and
fears. Everyone has a different vision of what life after 60, 70 or 80 will be like.
Everyone has different confidence in their ability to age gracefully. But together, we can
create a unified vision of what being together in the second half of life will look like.
Your plan fee includes a 6 month and 1 year check-in, as well as 1 year access for each
person to the GPS app.
You can use the contact form to express interest in a Duo/Group
Planning session.
Group Coaching
In coaching, you create the plan, with my guidance and support. With group coaching, you get
to hear how other people are approaching their plans in a small group setting (never more
than 8 participants). Over the course of 4 sessions, you will learn what to consider, things
like: how inflation and compound interest impact your savings and expenses, how to maximize
tax implications now and in the future, what to expect from Social Security, and more.
Together we will brainstorm, encourage and support each other.
Includes 6 months
access to the GPS app, and You’ll be guided through how to use all the tools in the app.
Upcoming Sessions:
Wednesday evenings (7pm ET), January 8, 15, 22, 29, 2025
Thursday evenings (7pm ET), February 6, 13, 20, 27, 2025
