Retirement Transition Planning
Are you retiring soon and starting to think about what comes next?
You have built a successful career defined by experience, leadership, and impact. Now you are approaching a transition that calls for a different kind of consideration that goes beyond timing and financial readiness.
The missing piece in retirement:
Nearly 90% of Americans are not adequately prepared for the emotional and mental transition to retirement (AARP)
According to the Transamerica Center for Retirement Studies, 57% of retirees and 41% of non-retired adults have not planned for the psychological aspects of retirement. Common outcomes include anxiety, identity loss, lack of daily purpose, and isolation
Only 11% of financial planners believe their clients are emotionally prepared for retirement, even when many are financially prepared (Financial Planning Association & Journal of Final Planning)
Happiness in retirement is rarely defined by leisure alone. It can also be defined
by a deeper sense of satisfaction, fulfillment, and relevance.
What will a fulfilling next chapter look like?
How do you want to spend your time?
Who do you want to be when your current role no longer defines your daily life?
Retirement is not an endpoint; it is a shift in identity and direction. Navigating it well requires the same level of intention and discernment that shaped your career.
Retirement Transition Planning
Client Profile: Professionals who are 6 months to one year from retirement or recently retired. Seek clarity and a more intentional and fulfilling next chapter that aligns with their experience, values, and priorities.
The Ascend Retirement Transition Framework helps you move beyond your career to design a next chapter that is clear, purposeful and fulfilling..
Work one-on-one with an experienced career & retirement strategist who has over 30 years experience
Redefine your identity beyond career, title, and past achievements
Clarify your vision for life after full-time work
Explore a range of options such as income producing work, freelance, or moving in an entirely new direction
Ensure alignment with your values, lifestyle, goals, and desired level of engagement
Optimize how you invest your time and energy
Develop a structured transition strategy and take intentional steps towards a fulfilling next chapter
Meet with a professional career & retirement strategist for a brief, non-financial, exploratory conversation focused on understanding where you are in your transition, and what is important to you at this stage of your life. We will discuss your priorities, address initial questions, and determine whether there is a good fit for working together.
On Demand Support: In addition to confidential strategy sessions, your career strategist is available seven days a week to provide ongoing support via email, text, and phone for brief questions, feedback, and encouragement throughout the coaching engagement
All career coaching sessions are conducted 100% online by video and easily accessible from anywhere in the world!