Preparing for retirement is about so much more than money!
It is a simple, yet profound journey that leads to greater readiness, anticipation, and enjoyment in this next chapter of your life;
a holistic process that will guide you to align your money, and your lifestyle choices, with your heartfelt vision and values;
a gentle awakening that will empower you to prioritize yourself and the people, things, and experiences that matter most to you.
It is the ultimate opportunity to redesign your life.
Shifting our focus from saving for retirement to spending our savings — using what we have to create a lifestyle and legacy we love — presents an opportunity to intentionally redesign our lives to reflect what is important to us.
How Do You Want to Spend Your Time and Your Money?
You’ve worked hard. You’ve saved your money. Now is the time to determine how YOU would like to spend your time and money in retirement.
Making the shift from being a saver to a spender, or moving from full or part-time work to no work, can be challenging on many levels — even though you have been planning for years. That’s why it is so important to take time to reflect on and consider all the significant changes that may occur in your lifestyle:
Personal Fulfillment
Identity + Sense of Purpose
Structure + Routine + Social Connection
Physical Health + Financial Well-Being
Preparing for these mental, emotional, social, physical, spiritual, and financial changes now can increase your readiness, anticipation, and enjoyment in retirement. Doing so creates a smoother transition — helping you feel clear, calm, and confident about how you want to spend your time and money, so you can truly relax and enjoy your retirement years.
What Does Your Ideal Retirement Look Like?
Creating a clear vision based on your values for this next, and potentially, greatest phase of your life, is the starting point for your retirement planning journey.
Will you continue to work or choose to volunteer?
Will you downsize or relocate?
What activities or hobbies would you like to pursue?
Will you travel or start a business?
What did you always hope to have time for?
It is important for you to take your time to identify your needs, wants, and desires before taking the big leap. This will support you in creating a transition plan that is intentional, grounded, and in alignment with who you are and all that you want to experience in your life.
Dana Conley, M.A. Certified Professional Retirement Coach™
Like you, I am navigating this major life transition into my version of retirement. I have been on this journey for the last couple of years and knowing my numbers, values, and how I will make the transition, and when, has given me peace of mind about the future. Most importantly, I now feel excited and ready for this next chapter of my life!
As a result of what I’ve learned in this process, I felt guided to add Retirement Lifestyle Coaching to my practice as it shares the same foundation as Financial Recovery Counseling: the importance of aligning your financial resources with your vision and values in service to living your life with greater value, meaning, and purpose.
Curious about the possibilities of working together, and what redesigning your life could look like? Schedule your complimentary 30-minute Discovery Session below.
“Dana is incredibly warm, caring, and easy to connect with, making the entire experience enjoyable and insightful. She has a remarkable ability to guide her clients through one of life’s biggest transitions — retirement — helping them prepare for and navigate this change with confidence and clarity.”
As I looked toward my own future retirement, I realized there was so much I hadn’t even considered. I felt confident in my financial preparations, but I hadn’t thought deeply about the personal side of retirement — how to transition from a multi-decades long professional career into a life with significantly more free time, or how to create a retirement lifestyle that truly fulfilled me. Frankly, I didn’t know what I didn’t know!
Working with Dana far exceeded my expectations! She has an outstanding and effective approach and program designed to help clients clarify their priorities, identify what they want to strengthen or change, and develop a plan to bring those goals to life. Through engaging discussions — not lectures — she provides thoughtful insights and actionable strategies that make a real difference.
Thanks to Dana’s guidance, I now feel an incredible sense of hope, optimism, and excitement for that next chapter. I highly recommend her to anyone approaching retirement or even those newly retired. Her coaching works — it makes sense, it’s effective, and it’s a game-changer.” ~ Dorothy K.