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
"I did a lot of research preparing for my retirement. The majority of the advice was focused on finances. Thankfully, I recognized that underlying much of it were questions of how I wanted to apply my time. David provided insights and guidance I hadn't considered that have made my retirement experience — how I view myself, my post-career purpose, and my relationships — richer."
"David provided invaluable guidance as I transitioned from a long and rewarding corporate career into retirement. His thoughtful approach helped me organize my thoughts, gain clarity, and discover new possibilities for this next chapter of my life. With his support, I gained a renewed sense of confidence and excitement about what lies ahead."
"My retirement coaching sessions with David completely shifted my perspective on retirement planning. The personalized reflections helped me identify blind spots and build a strategy I truly trust."
FAQ
Common questions
"Retirement is not an ending. It's a transition."