SERVICES

Design a Retirement You’re Excited to Wake Up To

Retirement today is about far more than finances. It’s about purpose, identity, relationships, health, freedom, and creating a meaningful next chapter.

Retirement by Design helps individuals approach retirement with greater clarity, intention, and confidence.

A backyard view with a swimming pool, tall palm trees, desert plants, and mountains in the background under a clear blue sky, with a patio chair and a small table with a coffee mug and a book in the foreground.
A man with a shaved head and gray beard participating in a video call on a laptop with an older woman smiling. The setting is a home office with a plant, books, a framed quote, and a window in the background.

Retirement Coaching for Individuals

One-on-one coaching focused on designing your unique retirement journey.

We begin by clarifying the goals, questions, and possibilities you want to explore in this next chapter of life. Each session then focuses on helping you gain clarity, uncover insights, and create practical action steps that move you closer to your vision.

Whether you are planning ahead, adjusting to retirement, or reimagining what comes next, coaching is tailored to your unique journey. You choose the number of sessions based on the support you need.

How Does It Work?

Coaching is not simply talking about retirement — it is a structured process for gaining insight, exploring possibilities, and taking meaningful action toward the life you want to create. The typical steps include:

  • Initial discovery conversation

  • Personalized assessments

  • 3-6 months of coaching based on your needs

  • Designing action steps & accountability

  • Ongoing support as needed

Who Benefits Most?

individual Coaching is not idle discussion — it is a structured, action-oriented experience designed to help participants gain clarity, challenge assumptions, explore new possibilities, and create meaningful change. It is very useful for people nearing retirement, those feeling uncertain about what’s next, and anyone ready to design a more meaningful next chapter.

Four diverse adults sitting around a table with notebooks labeled 'Retirement by Design,' smiling at the camera, in a meeting room.

Group Retirement Coaching

Group Coaching offers a supportive and confidential space to explore the opportunities and challenges of retirement alongside others navigating a similar transition. In addition to professional coaching, participants benefit from shared perspectives, meaningful conversation, and the wisdom of the group experience.

Each cohort begins by identifying the goals, questions, and possibilities participants want to explore in this next stage of life. During each session, participants have dedicated time to present a challenge, opportunity, or area of focus and receive coaching from Kevin as well as insights from fellow participants.

Retirement coaching cohorts are offered periodically and typically include four to six sessions. Some participants choose to continue their retirement design journey through individual coaching for more personalized support.

How Does It Work?

Group coaching is a structured process for gaining insight, exploring possibilities, and taking meaningful action toward the life you want to create.

  • 4-6 participants per group

  • Sessions last 90 minutes

  • Each participant receives an allocation of time to present their challenges and get support from others

  • Groups meet every 2-3 weeks

  • Sessions are conducted in-person or via Zoom

Who Benefits Most?

Group Coaching is not idle discussion — it is a structured, action-oriented experience designed to help participants gain clarity, challenge assumptions, explore new possibilities, and create meaningful change. This service is especially valuable for people approaching retirement and wondering what comes next.

A man giving a presentation in a room with a sign that reads 'Welcome to Flourishing in Retirement,' as elderly people listen.

Flourishing in Retirement Workshops

Retirement today is about far more than finances. It’s about creating a life that feels meaningful, energized, connected, and deeply aligned with who you are becoming.

Flourishing in Retirement is an engaging and interactive workshop designed to help you approach this next chapter with greater clarity, intention, and possibility — rather than simply drifting into it by default.

Through guided reflection and conversation, you’ll begin identifying what you want more of in this next phase of life — and what may be standing in the way.

You’ll Leave With:

  • A broader and more inspiring vision of retirement beyond simply “stopping work”

  • Insights into emerging trends shaping modern retirement

  • Practical strategies for designing a more intentional and fulfilling third act

  • A renewed sense of possibility and excitement about the years ahead

  • Relationships with like-minded participants who are also interested in flourishing in retirement

If you’ve ever wondered: “What do I want retirement to feel like?”…this workshop is for you. Because retirement isn’t the end of the story. It may become the most meaningful chapter yet.

How Does It Work?

The Flourishing in Retirement workshop program is offered periodically in virtual and in-person formats. In-person sessions are conducted in Palm Springs, CA.

  • Variety of formats including in-person and virtual via Zoom

  • Class materials provided include useful worksheets, templates, and other tools to help you design your retirement

Who Benefits Most?

Flourishing in Retirement is a structured, action-oriented experience designed to help participants gain clarity, challenge assumptions, explore new possibilities, and create meaningful change.

This experience is especially valuable for:

  • People approaching retirement and wondering what comes next

  • Those feeling uncertain, stuck, or disconnected from purpose

  • Individuals seeking connection with others navigating similar transitions

  • Recently retired adults looking to create greater direction and fulfillment