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Pre-Retirement Coaching For Clients  of Wealth Advisors 

Are you a wealth manager who wants to differentiate your retirement planning services?  Let’s collaborate to make sure your clients are psychologically prepared for their next chapter.  Scroll down to

learn more.

Checkboxes next to the words Work and Retire

Planning can improve the odds that your clients will be able to retire on their terms and enjoy the next chapter of their lives.  Yet these smart people sometimes fail to implement your wise counsel.  They may be successful professionally, but that doesn’t necessarily mean they will be successful in retirement planning (or in executing the plan).  One could argue that if your clients are emotionally prepared for retirement they will be better positioned to make good use of your recommendations, and they will likely be more satisfied with your services.


As a psychologist, I’ve spent more than a decade studying retirement.  I’ve learned that one of the reasons why people struggle is that they fail to consider the non-financial side of the equation.  For example, recent surveys by T.RowePrice and Joblist suggest that a substantial number of baby boomers who retired during the pandemic have since returned to work because they felt isolated or bored.

I’ve crafted brief pre-retirement coaching programs designed with your clients in mind. They provide a framework and a process to help people transition into their next chapter. Using compelling online exercises and Zoom coaching sessions, these programs are cost effective and time efficient.  I welcome the opportunity to discuss how coaching might be incorporated into your practice.  Please contact me if you have questions or if you would like to experience the coaching program yourself before offering it to your clients.

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