Retirement isn't just a career change—it's a full life remix. The titles drop, the routines vanish, and suddenly your calendar’s wide open... and your life meaning, not so much. You’ve got the time. Now it’s time to figure out what to do with it. This chapter won’t write itself — but it can be designed.
Your Personal Reset Button—Part Digital Course, Part Life Coach
We’ll help you ditch the drift and design a life that actually fits who you are now. You’ll move through short, on-demand lessons at your own pace—and just when things get real? Your coach shows up. To challenge your thinking. Push your vision. And help you turn big ideas into a bold, clear plan. No more guessing. No more someday. By the end, you’ll walk away with a personalized roadmap—and the confidence to go live it.
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
New outlook on retirement and the endless possibilities that lie ahead
Clarity on how to make the most out of your newfound free time
Post-career sense of purpose and identity
Personalized vision of retirement
Roadmap and toolkit to reimagine life
ABOUT US
We're retirees turned entrepreneurs who concluded that retirement planning was in need of a reboot. Like many career professionals of a certain age, we longed for a change after decades of working full-time in the financial services industry. Then, one day, we both received a fantastic "gift" — the option to take early retirement — which sparked our curiosity about life in retirement. We knew about the importance of financial planning but we had questions about life planning.
We analyzed hundreds of retirement planning services and discovered that nearly all of them focus solely on the financial aspects of a comfortable retirement. Of course, having enough money is essential, but we wanted to understand how people went beyond rebalancing their portfolios to successfully rebalancing their lives.
We decided to use our expertise in Design Thinking by listening to the captivating stories of over 50 individuals. Armed with their invaluable insights and our wealth of experience in transition planning and career coaching, we crafted a powerful and effective roadmap that empowers people to discover their ultimate fulfillment in retirement.
