Coaching
Retirement Coaching
A mountain path, one step at a time. One-on-one guidance for the transition from full-time work to a meaningful and financially confident second half of life.
Programs
Who I work with
Pre-Retirees
For professionals 3–7 years from the transition. Build clarity on income design, identity, and the first year of life after work.
Newly Retired Professionals
Navigate the disorientation of year one — purpose, relationships, time, and the surprisingly emotional act of spending.
Executive Retirees
Confidential coaching for leaders stepping away from role-based identity, board service, and high-velocity decision-making.
Advisor Referrals
Partner with wealth advisors to deliver the human side of retirement readiness alongside the financial plan.
Approach
Where money meets meaning
The work integrates behavioral finance, life-planning frameworks, and narrative-driven personal discovery. We rethink risk capacity, identity, purpose, and income design — together.
Coaching is unhurried, confidential, and grounded. There is no product to sell, no portfolio to manage. The output is clarity, capability, and a more deliberately designed life.
Testimonials
What clients say
"David helped me see that my anxiety about retirement wasn't about money — it was about meaning. The coaching reframed the whole transition."
"We refer our most thoughtful clients to David. He addresses the questions our financial plans can't."
"Calm, smart, and unhurried. Six conversations changed how I think about the next thirty years."
FAQ
Common questions
"Retirement is not an ending. It's a transition."