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Your Next Edit Starts Here 

You’ve spent decades building something significant. Now you’re at an inflection point—ready to step away from what you’ve done, but not sure what to step toward.

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Most people plan the financial side of retirement well. Almost none plan the life side. That’s the gap my coaching is designed to close.​​

Your Next Edit

Individual & Couples Coaching

Group Coaching 

Financial 
Advisors & CPA's

Ideal for individuals or couples who are considering their next  move, including retirement. 

 

Perfect for executives and founders and their partners who are not clear on how to move forward or want to make the transition as smooth as possible.

 

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You help your clients plan for their financial life after they stop working, I help them build a life plan. Together we offer a complete retirement plan. 

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The  Next Edit webinar series is ideal for Financial Advisors and CPA's who want to give clients access to the other side of retirement planning.   

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Group coaching is ideal for you if you want to work through the process with a community.

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You gather your group and I facilitate or you can join one of my carefully curated groups.   

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Self Study
Guides

Not sure you are ready for coaching or a community experience?  Or want to lead your own group?

 

My self study guides offer a more in depth experience. Meant as a companion to the book ("Your Next Edit"), the study guides help you dig deeper into each area  that is covered in the book.   

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 Readiness Assessment (RQ)

​Have you thought about retirement but are not sure if you are ready to take the leap?

 

Our Retirement Readiness Assessment can provide you with a view into how ready you are in 6 areas of your life that help build a successful transition into your unique retirement.   ​ 

 

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