Executive Coaching

To promote higher engagement and morale that benefit both the executive and the organization, Retirement Wisdom offers one - on - one coaching for executives planning to transition to retirement in the next one to three years. We provide a structured program over six or twelve months, highly customized to the specific situation and we match the right coach for the person. 

Key deliverables include:

  • A confidential assessment to help the individual understand how well prepared they are for retirement across six life arenas, and what specific areas need more attention.
  • Help in formulating  his or her vision for retirement.
  • Identifying the key issues and obstacles that will need to be navigated.
  • A comprehensive transition action plan to carefully map out the key steps. While the primary focus is usually on personal life planning, this may include succession and transition issues.
  • Guidance and support on taking the right action steps to successfully transition.



Retirement Coaching

Retirement Wisdom also offers three and six month one-on-one coaching programs for employees at all levels who want to go deeper and build a road map for the non-financial aspects of their transition to retirement. This can be a valuable benefit to experienced employees who may be within 0 to 3 years from retirement.

Key deliverables include helping to:

  • Formulate a vision, purpose and goals for retirement.
  • Discover and evaluate new options personally and professionally.
  • Identify the key issues and obstacles that will need to be navigated.
  • Complete a detailed action plan of next steps.
  • Implement the plan with  guidance and support.



Retirement Wisdom conducts on-site workshops for groups of 10 to 25 employees. We provide half-day, one day and two-day formats suitable for different budgets and time commitments. The workshops include:

  • Education on how retirement is being re-defined today and why it is important.
  • Completion of a personalized retirement assessment for each attendee across 6 Key Life Arenas.
  • Interactive exercises designed to help people clarify their vision, goals and priorities for their lives in retirement.

Click here for more on our current workshop offering