From successful professionals to
entrepreneurs and retirement life coaches
The Future of You Team
We're retirees turned entrepreneurs who concluded that retirement planning needs 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 — and that got us thinking about the whole notion of retirement.
When people retire, how do they recapture a sense of purpose? How do they strike the right balance of work, giving back, family, and fun?
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 professional experience in design thinking to immerse ourselves in the pre-retiree experience and fall in love with the problem. Design thinking focuses on bringing ideas to life by understanding how real users think, feel, and react. It's a simple yet effective idea: by understanding your consumers' needs, you can create better solutions for them.
During our design thinking empathy phase, we heard amazing stories from over 50 people. From there, we compiled our insights, brainstormed potential solutions, and built a prototype to test, learn, and evolve.
We also tapped into our years of experience in leadership development, transition planning, and career coaching to create a powerful and effective roadmap to help people discover their best life in retirement.
We look forward to welcoming you to our growing community of people who are redefining retirement and finding passion and joy in this vital time in their lives.
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The Future of You is an innovative, research-based organization whose mission is to help individuals discover their ultimate life in retirement by providing expert guidance and tools that empower them to create a personalized vision for their future.