Retirement Discovery Package
Retirement can be the ideal time to finally do what you really want. But all too often, this transition proves surprisingly challenging. And after the glow of the initial honeymoon phase wanes, you might wonder, “Is this all there is?”
But there is a better approach. With planning, you can shift from inertia to a productive, enjoyable and meaningful next chapter.
So whether you’ve already retired – or plan to in the next few years – I’d be delighted to work with you to design a customized retirement plan that supports you in doing what matters most. Together, we will:
Explore different ways to leverage your time, talent and expertise
Hone your new retirement “identity”
Identify meaningful outlets for service, mentoring, work or volunteering
Discuss ways to develop new friendships and deepen your existing relationships
Brainstorm options for new adventures, learning and travel experiences
… And much, much more
How it Works
All clients start with the Retirement Discovery Package ($750) which includes:
A one-hour intake consultation (via Zoom).
Reflection Exercises and Assessment. Following the initial consultation, you will complete a packet of self-reflection exercises to help clarify your options and next steps.
A 90-minute follow-up and goal-setting session. After Nancy reviews your exercises, we will have a 90-minute session to discuss next steps.
Following the goal-setting session, you will receive a customized report with suggested next steps and resources.
FAQ’s
Is additional support available after the Discovery Package?
Absolutely. Many clients find additional coaching valuable. Some invest in monthly support while others prefer periodic check-ins. Everything is customizable to your unique needs.
Who is your typical client?
My clients are successful professionals who are near retirement or already retired (but have grown bored). They come from different professional and personal backgrounds, but all share a common desire for a meaningful, engaging and productive retirement.
When is the best time to do this?
As with all life transitions, it’s best to plan for retirement in advance – ideally a year or two before you retire. The additional time provides you a buffer to try things out and prepare financially. However realistically, many people, especially executives, are too busy to address this before they retire. In short, the best time to do this is when you’re ready to focus and take action.
Can you work with both me and my partner?
Definitely. Couples can benefit greatly from working together on retirement planning. Each member of the couple will complete their own assessment and feedback session. Then, we will meet as a group to explore commonalities, identify differences, and come up with a joint vision plan. For couples who book their discovery packages together, the group session is included at no additional cost.
What qualifies you to do this?
I am a certified retirement options coach and a career coach with a masters degree in career development.
My book Second-Act Careers was called “one of the best books about retirement” by the Wall Street Journal.
I regularly research and write about retirement and purpose for sites like NextAvenue.org, USNews.com, and Forbes.com .
Most importantly, my ongoing conversations with clients, interview subjects and people at speaking engagements, has given me a deep appreciation for the many nuanced challenges that come with this transition.
Do you work with people outside of PA?
I work with people around the world by Zoom.
Are there any articles I can read that can give me more information about retirement coaching?
Yes, here’s a link to a helpful article about retirement coaching.
Sounds great! How do I schedule an appointment?
Just send an email to njcollamer@gmail.com and we’ll schedule a quick no-pressure phone chat to determine if we’re a good fit and I can answer your questions about the process. Then, if you decide to move forward, we’ll set-up a time for our first session. I look forward to hearing from you!