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Retirement Coaching

Prepare for a Retirement You Can Truly Enjoy

Get your savings, retirement accounts, and future income organized into a plan that supports the life you want to live
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Retirement Can Be One of the Most Meaningful Seasons of Life

Retirement opens the door to new opportunities, including more time with family, greater freedom in your schedule, and a deeper ability to serve and give. Retirement coaching helps you organize your savings, retirement accounts, and future income so you can step into this next season prepared.

Why Retirement Coaching

Preparing for retirement involves important decisions. Coaching helps you organize your finances and make
thoughtful choices as you plan the years ahead.
  • Understand how your retirement income may work
  • Organize your savings and retirement accounts
  • Prepare for key financial decisions before retiring
  • Plan how your savings will support your lifestyle
  • Think through taxes and retirement withdrawals
  • Align your finances with your values and goals
  • Plan how you want to live and give in retirement
  • Move into retirement with a clear direction
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What’s Included in Retirement Coaching

This coaching experience helps you bring your retirement plans together, including:
  • Group coaching sessions to discuss your retirement plans and decisions
  • Guidance from a licensed financial planner as you prepare for retirement
  • Practical conversations about your savings, retirement accounts, and future income
  • Space to ask questions and think through important financial decisions
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How It Works

01

Join

Join the Retirement Coaching program.

02

Learn

Take part in the group coaching sessions.

03

Build

Build your retirement plan.

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Your Investment

Retirement Coaching is a one-time investment of $797.
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Retirement (1)

RETHINK RETIREMENT​​

A kingdom approach to having enough, and creating a purpose-driven retirement.
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Frequently Asked Questions

This program is designed as retirement coaching. It helps you think through important financial decisions and organize your retirement plans. It is not a personalized financial planning service.

The Retirement Coaching is a one-time payment of $997. There are no ongoing fees.

Retirement coaching is designed for people who are preparing for retirement and want guidance as they think through their savings, retirement accounts, and future income.

No. The purpose of coaching is to help you think through your financial decisions and prepare for retirement with the resources you currently have.

This program is delivered through group coaching sessions where we walk through the key financial decisions that come with retirement.

Financial planning is a comprehensive professional service that involves building a full financial strategy. Retirement coaching focuses on helping you think through and prepare for retirement decisions in a guided group setting.

You are welcome to reach out, and we will be happy to help you determine if retirement coaching is the right fit for you.