Your Personalized Life Design Plan for Retirement
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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.
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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
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 didn’t set out to start a company. We just started asking questions. After decades working in financial services — both of us building careers, teams, and lives we were proud of — we were offered the opportunity to take early retirement. For us, it felt like a gift. But once the dust settled, we found ourselves wondering: Now what? We had solid financial plans but no real blueprint for how to live in retirement. What do you do when the meetings stop, the titles fade, and the daily rhythm of work disappears? And we learned we weren’t the only ones asking.
So we started listening — to dozens of people who had transitioned to retirement. What we heard was clear: people wanted more than travel and to-do lists. They wanted purpose, connection, and a new sense of balance. So we relied on our Design Thinking skills to dig deeper. We then tested ideas, prototyped tools, and refined them in real time with those navigating their own transitions. We ultimately built something we wish we’d had when we were leaving full-time work: a proven, practical roadmap for redesigning life in retirement—realigning your purpose, identity, and daily rhythm.
