Lifestyle Retirement Planning Services, Life Planning Workshops, Coaching, Career Transition & Re-Invention for Baby Boomers and Beyond

Create an Awesome Life After Retirement

Watch some testimonials from happy clients

It was an extraordinary experience…

Really opened me up to new possibilities, helped me start visioning where I might go next, and dreaming really big.

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There was a healing that occurred…

I got to this place of feeling centered in my own heart…and at peace, then I could move forward in…a much more authentic way.

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I felt like a lot of pressure was taken off…

What am I gonna do when I retire? What is my day-to-day life gonna be like?… The tools I picked up in The 3rd Act really shifted how I was going to do that. I felt much more relaxed.

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Fun, Informative, Enlightening

Selections from our most popular blogs

Expert Guidance for Your 3rd Act

Easy to follow strategies for a fulfilling reinvention


The 3rd Act Workbook

This workbook walks you step-by-step to planning for a happy, satisfying  life after retirement


Couple’s Workbook

This workbook helps couples plan your next stage of life and create a happy satisfying lifestyle together

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Books and Resources

Books, workbooks and other resources will help you plan for your 3rd Act and live a fulfilling life of your dreams.

Kudos for The 3rd Act

What our clients say about us

I’ve worked with Patricia for many years, and after just about every meeting, I came away with more calmness, other possibilities in viewpoint and behavior, and often some new-found lightness.

Miriam S

The best outcome [from this women’s retirement planning workshop] was being crystal clear about my passion and my purpose. Being congruent and serving my purpose gives me great joy! Retirement is totally redefined for me. I will continue to do my 3rd act with as much passion as my 2nd act.

Kris S

The opportunity to take a time out from a very busy life…to reflect… and be in a community of women who were supportive of one another in that reflective process. I came away [from this women’s retirement planning workshop] with increased clarity about how important my work is to me and that I want to continue to do the work that I love into my 3rd Act. I made a recommitment to my profession It is a wonderful gift to give oneself. I highly recommend it to others.

Pat Newman

Our Clients Include

Esalen • The Federal Reserve Board • UC Berkeley
Acord & Fong Wealth Strategies • Turner Construction • Bishop’s Ranch

How to Get in Touch with The 3rd Act

We’d love to hear from you, so go ahead and send us a message!

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Phone: 510-414-3524

Email:   info@the3rdact.com

Upcoming Events

January 28, 2016 Luncheon and dinner presentations, Acord and Fong Wealth Strategies, San Jose, CA.
February 25, 2016 One-Day Workshop, Acord and Fong Wealth Strategies, San Jose, CA.
April 11, 2016 Women’s Reunion for The 3rd Act Graduates, Bishop’s Ranch, Healdsburg, CA.
July 21, 2016 One-Day Workshop, The Federal Reserve Board, Washington, DC.
July 22, 2016 One-Day Workshop, Public Broadcasting System, Washington, DC
September 22, 2015 Presentation, Ameriprise Women’s Conference, Geneva on the Lake, OH
October 15, 2016 One-Day Workshop, Santa Rosa Junior College, Santa Rosa, CA.
October 30, 2016 Women’s Retreat, Bishop’s Ranch, Healdsburg CA. (Info here)
November 10, 2016 Presentation, Ameriprise, Atlanta, GA.
November 15, 2016 Presentation, Merrill Lynch, Laguna Beach, CA.
September 2, 2017 3rd Act Lifestyle Planning Retreat, Tuscany, Italy. (Info here)

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Our favorite experts share their wisdom

Suze Orman talks about the end of the American dream and planning your retirement after working.

Dan Buettner tells us how to live to a vigorous and vibrant 100 from his “Blue Zone” research.

Watch Patricia Cavanaugh and Ellie Klevins at UC Berkeley presenting ‘The 3rd Act: Moving from Late-Stage Career to Retirement’

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