RETIREMENT LIFESTYLE COACHING
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.
How Do You Want to Spend Your Time and Your Money?
You have worked hard. You have saved your money. Now is the time to determine how YOU want to spend your time and money.
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.
Most individuals excitedly look forward to this time in their lives, yet many don’t take the time to consider the significant changes that will occur in regards to their:
Identity
Routines
Social Circle
Sense of Purpose
Physical Health
Financial Well-Being
Not preparing for these mental, emotional, social, physical, Spiritual, and financial changes can lead to stress, anxiety, and depression.
Taking time to consider these lifestyle shifts will support you in creating your ideal retirement plan. Doing so will empower you to feel clear, calm, and confident with how you want to spend your time and money so you can 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. Retirement Lifestyle Coach
Like you, I am navigating this transition to my ideal retirement lifestyle. I have been on my retirement planning journey for over a year 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 learned, 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.
If you are curious about the possibilities of working together, and what redesigning your life could look like, I would love to connect with you! Schedule your 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.