About Us


"The assessment helped me focus on area that I wasn't consistently considering in terms of influences and important factors in a retirement decision.  Also provided affirmation of areas that I thought were strengths."

- Teacher - Age 65

"Glad I invested in the relatively little time, effort and self-talk it inspired.  A direction and road path prescription.  Highly recommended."

- Real Estate Executive - age 67

"This provides a great snapshot of your retirement needs/issues and potential obstacles with areas to focus on so as not to be surprised when Retirement comes."

- Head of Business Development - age 56

"We would recommend this program as many still view retirement as the old retirement and this can be scary for some as they want the retirement that perhaps their parents had.  This program can help those chart a course to a meaningful transition"

- HR Executive (56) & District Mgr (65)  (Couple)

"I was very satisfied with the coaching program. I felt that it really provided me
some structure to frame some of the issues that I had been thinking about. The exercises were helpful in particular the “life meaning/values” one.  The identification of goals was also a great and important process to go through."
- Corporate Executive (55)