Their approach appealed to me, and I believe they also would appeal to many law firm partners, because their work is not mushy, touchy-feeling, or generic coaching. They aren’t skills coaches either. Yes, they do help you identify personal goals, values, work-life balance and all the rest. But they do this in a series of structured, facilitated, intensive, one-on-one exercises that help you identify skill sets, how best to align those with your other goals, brainstorm about how best to use those skills to achieve your goals (financial, business and personal) and more – and that are structured so that they lead into concrete, written action plans.
I was blown away by how helpful I found this program. Going in, I thought I had a pretty good sense of how I would transition to retirement, but quickly realized how many things are about to change and how those changes would impact every area of life. Elizabeth and David are engaging, entertaining and insightful. Their holistic process touches on everything from what an ideal day would look like, to physical health and wellness, relationships, roles, personal fulfillment, peace of mind, financial freedom and sense of balance. I highly recommend including your spouse. I left after two days with a much greater sense of clarity, purpose and direction, as well as a practical, detailed plan on how to make the most of this exciting next phase.
This program is enormously helpful to focus a retiree on the myriad of changes to his or her life that are rapidly approaching. I went through a 360 degree analysis of work, financial, and life satisfaction issues. The net result is that I now feel excited about writing my own script for the huge transition of retirement. Doing this program a year or so prior to retirement puts you on course to work through these profound issues and be ready to take the jump!
I frankly did not know what to expect walking into this experience. Afterwards, and with the help of interesting exercises and discussion, I found a sense of direction and inspiration on what a happy post-retirement looks like. Better yet, they continue to work with me to get there.