Retire with Purpose & Passion

Transform retirement into a fulfilling journey of discovery, connection, and joy.

Embracing Life Beyond Work

Retirement is more than a financial milestone—it's your chance to explore new passions, find deeper meaning, and build a life that reflects who you truly are. Without a clear plan, it’s easy to feel adrift; with the right support, however, you can step into this chapter with confidence and excitement.

What Our Coaching Journey Looks Like

Every step of our process is tailored to your unique wiring—using deep listening, trusted assessments, and strategic goal-setting to reveal your strengths and craft an actionable roadmap just for you

Explore your goals, our process and determine if we’re a good fit - no cost to you.

Step 1: Introductory Meeting

Step 2: Assessment & Discovery

Understand who you are, what matters most to you, and how you define success— I’ll use personalized assessments and measurable goals to create a tailored coaching plan.

 Identify and discuss actionable strategies, establish timelines and put systems in place to work the plan and ensure progress.

Step 3: Coaching & Development

Gain an accountability partner. We’ll discuss progress,  celebrate successes and learn from failures together.

Step 4: Actions & Accountability

Personal Assessments

Laying the foundation for a more focused and effective coaching relationship

Assessments are a valuable tool to help both of us better understand your natural strengths, potential challenges, blind spots and patterns of behaviors. Assessment results will guide every aspect of our coaching relationship and ensure that we are designing goals and strategies uniquely aligned to you and your needs. They also provide a baseline to help measure progress.

  • Everything DiSC

    Everything DiSC is a powerful personality assessment that provides insights into your natural communication style and behavioral tendencies. This tool helps individuals and teams improve self-awareness, enhance collaboration, and build stronger relationships by understanding four core personality dimensions: Dominance, Influence, Steadiness, and Conscientiousness. As a certified DiSC coach, I guide clients through their results, helping them leverage their strengths, navigate differences, and create a more cohesive and productive work environment.

  • CliftonStrengths

    The CliftonStrengths assessment, developed by Gallup, identifies your top talents across 34 distinct themes, providing a clear understanding of what makes you unique. This tool focuses on maximizing strengths rather than fixing weaknesses, allowing individuals and teams to enhance performance, increase engagement, and achieve their goals more effectively. As a certified CliftonStrengths coach, I help clients interpret their results and develop strategies to apply their strengths in leadership, teamwork, and personal growth.

  • Korn Ferry Assessment and Coaching Certification

    Certified ESCI Practitioner Assessment & Coaching for Leaders

    The ESCI (Emotional & Social Competency Inventory) is a critical development tool designed to provide leaders with comprehensive feedback on their performance, competencies, and areas for growth. It combines feedback from multiple sources to ensure that leaders focus on the right areas for improvement and strength building. This leads to an improvement in  overall effectiveness in leading teams, making decisions, and driving organizational success. This tool was co-developed by Daniel Goleman who led groundbreaking research in emotional intelligence.

  • Five Behaviors of a Cohesive Work Team; Wiley; Assessment, Training and Coaching

    Based on Management Consultant and author Patrick Lencioni's model,  this assessment, training and coaching focuses on five key behaviors that contribute to a high-performing team: trust, conflict, commitment, accountability, and results. The assessment measures the current state of a team's dynamics and identifies areas for growth. Through targeted training, teams and leaders learn how to foster trust, engage in healthy conflict, make clear decisions, hold each other accountable, and focus on collective results. 


  • Retirement Assessment and Coaching; Retirement Options

    The coaching process starts with a comprehensive personalized assessment to evaluate financial readiness, emotional preparedness, and lifestyle goals for retirement. Through one-on-one coaching sessions, clients receive tailored guidance on  how to align their choices in retirement with their personal values and long-term aspirations, ensuring a smooth and empowering transition into retirement. The goal of the coaching process is to help individuals navigate retirement planning with clarity, confidence and purpose.


Professional certifications with the assessments above ensure that I have received extensive training and testing to help you accurately interpret your results and help you apply them to produce meaningful outcomes.

The Outcome

Clarity & Purpose

Discover what excites you at this stage and learn how to weave your passions into your daily life.

A Personalized Retirement Plan

Navigate the emotional and practical aspects of leaving the workforce with a customized, supportive roadmap.

Stronger Relationships

Reflect on the mark you want to leave and explore ways to make a positive difference in your community.

A Balanced Routine

Embrace a balanced lifestyle that nurtures your mental, emotional, and physical wellness.

Confidence in Your Next Steps

Build deeper, more meaningful relationships with family, friends, and your community.

Lifelong Growth & Learning

Commit to continuous learning and personal development that keeps your mind inspired and engaged.

“Barb was invaluable in guiding me thorugh a transition assessment when I retired from my executive director role. Her insights, wisdom, and ability to ask thoughtful, probing questions helped me navigate this significant life change. She provided impactful resources and ideas that truly made a difference in my transition. I highly recommend Barb to anyone considering retirement or already retired and looking to assess their next chapter in their life.”

— Dave K., Retired Executive Director

Contact Me

Ready to take the next step? I offer a complimentary 30-minute consultation to help you explore how coaching can support your goals. Contact me today to start gaining clarity, confidence, and direction in your career and life!