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We are business professionals, like your Financial Adviser, Accountant, Lawyer, etc, and we bring unique non-financial expertise in the areas of Managing Transition, Planning and Personal Fulfillment to your overall retirement planning.

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We assist people to clarify their unique Fulfillment Factors; to determine both a short and long term plan to ensure that fulfillment is achieved in retirement; and to manage the transitions into and during retirement.

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We work with 2 groups: retired or planning to retire individuals and couples; and professionals who service those people like Financial Planners, Accountants, Mergers & Acquisitions Specialists, Unions and HR departments.

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We have 20 years of proven success through coaching, training and speaking on topics such as personal fulfillment, planning and managing the physical, mental and emotional challenges that a transition like retirement can present.

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