We’re here to help you through the majortransition no one prepares you for
At The Future of You, we—Nan and Lisa—know how disorienting this chapter can be because we’ve lived it. We’ve asked the same ‘what now?’ questions and had to design our own way forward. And that’s exactly why we created a 4-step process to help you turn ‘what now?’ into what’s next.
Our mission is to guide you toward a new perspective on retirement, one that helps you break free from outdated retirement clichés and create a future that’s uniquely yours. With a clear roadmap and essential tools, you’re ready to reimagine and embrace an exciting next chapter of your life.
This exclusive program prepares employees to confidently transition into their next chapter, while giving organizations a strategic way to manage workforce shifts, retain institutional knowledge, and plan for succession.
Mandy
Corporate sales professional turned entrepreneur
Jeff
Retired after a long career in financial services
Carolyn
A current employee at a national media company
Michael
Retired HR Executive turned personal coach
Amy
Retired corporate executive
Dan
Software manager at a national educational foundation
Download this free reflection guide to explore what comes next after work. These eight questions help you move beyond uncertainty and begin designing a retirement life that feels balanced, intentional, and deeply yours.
Our transformative roadmap for transition is backed by extensive research and fueled by real-life inspiration and proven outcomes.
Reflect on five life segments to identify the areas you want to rebalance
Uncover your gifts and passions to imagine unlimited possibilities for your future
Create simple experiments and explore what brings you energy and joy
Set in motion a seamless transformation to your new life in retirement
ABOUT US
We’re retirees turned entrepreneurs who saw a major gap in how people prepare for retirement—and decided to do something about it. After decades in the financial services industry, we were offered what many would call a dream: the chance to retire early. But once the initial excitement wore off, we were left with a surprising question: now what?We had solid financial plans, but life planning? That was a blank page.
So we got curious. We reviewed hundreds of retirement programs and noticed a common thread: almost all focused on money. But retirement isn’t just a math problem—it’s a life transformation. Using our background in Design Thinking and coaching, we started listening—really listening—to people navigating this transition. We gathered stories fromividuals who had lived it, struggled with it, and in many cases, reinvented themselves. What emerged was a practical, human-centered roadmap—designed not just to help people retire, but to help them thrive.
Featured article in Fortune Magazine and contributing authors at esteemed Retirement Awaits.
Winner of the New England Employee Benefits Association Trailblazer Award.
Prominent presence at the Society of Human Resources Management (SHRM), New England Human Resources Association (NEHRA), and New England Benefits Council (NEEBC).
Sharing expertise on leading retirement-focused podcasts.
Schedule a free discovery call today and explore how we can help you create a fulfilling retirement journey!
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