Retirement Coaching

Do you prefer working one-on-one rather than in a group environment?
Do you need some retirement planning answers NOW?
Do you live too far away to come to a workshop?
Do you want follow-up support for the next steps in your retirement plan?
Are you interested in more than just a one day retirement focus?

We offer one-on-one retirement coaching as a supportive addition to the 3rd Act Transition and Retirement Planning Workshops and as an independent offering in person or by phone.

To book a session, call us at 510-414-3524 or send us an email to info@the3rdact.com.

(We offer complimentary 30 minute introductory retirement coaching session to help you get started.)

In a series of one to two-hour sessions, we work with you to create a plan that focuses on the transition that you want to make: creating a plan for retirement, finding a reduced schedule or a shorter workweek, responding to your call for service or contribution, making a career change or starting your own small business.

We believe that you inherently know and are an expert on your own personal and professional life.
We work with your unique needs and agenda.
We support and encourage you in self-discovery and the exploration of options for your future.
You will acknowledge the power of your experience, explore new possibilities and re-vision ways to contribute your wisdom.
We help you design a life plan for your “retirement” that is unique, vital and balanced for you. It may not look anything like what has been traditional retirement.

How Do We Work Together

We create a mutually respectful environment for our coaching session, bringing a number of perspectives to assist you in planning your life stage transition. You will have a strategic partner, supporter, expert listener, facilitator and change advocate when you work with us.

There are core assumptions about you that we adhere to during the work of goal-setting, retirement or life planning:

You are creative, resourceful and whole.
You are not in need of fixing.
You are capable of taking center stage with the answer.
You are center stage. We are off stage.
Our role is to be supporting cast, without attachment to being right.
We avoid answers and solutions, we rely on intuition, the power of questions and occasional suggested ideas to support you in writing you third act plan.
Our relationship preparing you for the 3rd Act necessarily occurs over time and rests on a commitment of confidentiality.

What We Bring to the Coaching

Along with respect, life planning perspectives and positive core assumptions, we are skilled in exploratory processes, including life themes and a variety of conceptual frameworks. There is always a spirit of inquiry and appreciation. We bring the experience and knowledge of diverse disciplines to bear on the concerns of the “mature” and boomer generation and the specific developmental challenges and opportunities offered by the changing image and goals of the landscape of “retirement” in the 21st century.

What You Bring to the Coaching

To be open to this coaching process, you must bring:

Emerging goals and desired outcomes.
Curiosity about the process, the opportunities that await and what can be different or better about them.
Willingness to engage with time and energy to meet, do “homework” and give conscious attention during and between meetings.
Openness to self-exploration and change—the essence of coaching relationship.

Coaching Rates

We offer a complimentary 30 minute introductory coaching session to help you get started.

$115 per session hour, if registered or attended a workshop or purchased E-workbook

$125 per session hour, if workshop not attended

*Discounts available for a series of coaching sessions.

Our Goal for You

By the end of our work together, you will have defined and developed a unique plan of action for your life as you move into your third act, that includes clear goals with doable next steps. Your “retirement” life stage plan will be imbued with the qualities of satisfaction and happiness that lead to a healthy, well-balanced, energized life where on-going connections with friends and family grow and flourish.