PRIVATE COACHING

A 90 day coaching engagement that focuses on getting really clear and into action on what you want and who you want to be in retirement, and what’s needed to move you toward your vision.

At this point in your life you realize how precious time is and you know that you want to spend it in ways that are meaningful and fulfilling to you

Whether you’re thinking about your upcoming retirement and what it’s going to be like, or you’re already living it, you are clear that you don’t want life to pass you by.

In our sessions together we will focus on what this next life chapter means to you and what’s needed for you to step into it and live it fully. We are going to explore what you want to take with you into retirement, what you want to let go of, and what is possible. You will gain clarity, confidence and conviction in answering pivotal questions like…

Who do I  want to be?

Who do I want to share this time with?

What do I want to retire with and what do I want to let go?

What will be meaningful and fulfilling to me?

These are big questions.

They may be ones that you’ve not asked yourself in a while. They may be ones that are holding you back from stepping fully into the promise of retirement. And I want you to know that that’s okay. But imagine how great it would be to have the tools and a pathway to answering these questions. To have the time to explore your thoughts, discover your passions and move from stuck or unsure to clear and committed to yourself and your future in retirement.

Feels pretty amazing, doesn’t it?

 At the end of our time together you will not only have created a roadmap that guides you into retirement but you’ll also have…

  • An empowered, uplifted feeling about the years ahead

  • A commitment to yourself and what you value 

  • An expanded view of what’s possible

  • Balance among all the aspects of your life that are important to you

  • Tools and insights that support you when you waver from your vision

  • Awareness of what is holding you back from being all you want to be and ways to move forward powerfully and with conviction

LET’S TALK ABOUT HOW WE CAN MAKE THIS HAPPEN TOGETHER

"If not now, then when?"

- Eleanor Roosevelt

 I always thought the only thing to plan for in retirement was how to make it happen financially, until I understood that the financial aspect is only ONE of multiple core aspects that allows us to make the most out of the years ahead.

And maybe you’ve wondered about this too. After all, we know that money, which is external to us, doesn’t buy happiness. But how do we start from the inside out ?

How do we find the key to what makes US feel alive and fulfilled?

From what we see and hear, it feels like everyone around us has the answer. But do they? Are they living a life of design or default- a life that they created or that they compromised into? This is what I discovered as I dug deep into what life could look like in retirement and this is what I want to share with you: There is a pathway to go beyond the financials.

There is a pathway to feeling yours has been a life well-lived. Together we will uncover what that pathway looks like for you as you make conscious, intentional decisions about YOUR life and what’s meaningful and worthwhile to you.

  • 8 private coaching sessions during our 90 day engagement

  • Focus on where you are now, clarity and committment on where you want to be, and the steps to get you there

  • Pre and Post session exercises that support your needs

  • Retirement Design Kit so you have tools + resources you can use again and again

  • On-going  Accountability Check-in’s to keep the momentum strong

What you’ll get when you work with me 

Are you ready to get started?

Private Retirement Coaching

Currently accepting new clients for 2025

Your Investment:

$1995 or 3 payments of $665

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“I am actually looking forward to retirement now, which is due to the work Wendy and I have accomplished together. I am so grateful for her insight, techniques, and positive approach to helping me reframe my attitude about retirement and approach this transition with more joy and positivity.”

-Leslie J., educator

“Wendy has strong listening skills and brings out things in our conversations that are underliers and discusses them. I feel very encouraged as I get closer to retirement. This has been a wonderful opportunity and I am truly thankful and appreciative of this coaching experience.”

- JoAnn R., service manager

“Working with Wendy has been such a transformative experience. She has come to know my nature, my character, my strengths and weaknesses, my hopes and my desires in such a way that our conversations are always focused on her asking just the right questions to force me to think in ways I have not considered before. I have seen myself in new ways that allow for growth past my own preconceived notions of myself and my limitations. She is extremely empathetic, a kind soul and the most wonderful partner!”

- Christina P, HR manager

 Your success story is next…

 Hi, I’m Wendy and as a former sales leader I had the opportunity to build and sustain incredible client relations that resulted in fantastic outcomes related to greater brand visibility, market share and profitability for the wide-range of companies I represented. 

But I wanted more! I wanted to take the connection, the desire to serve, the need to create, and the commitment to achieve results through action and share it in a different way. So I made a huge decision by honoring my inner voice. I decided to make a 180 career shift to coaching and I discovered this is where I belonged all along.  I went back to school and earned my professional certified coach designation,certifications in positive thinking and retirement life planning (CPC, ACC, CPQC, CPRC, CRLC).

Now I help people like you step into retirement through design versus default so you can live with more purpose, passion and peace.

So, are you ready to create YOUR retirement?  Join me and together we’ll make it happen!

Certifications