Retirement Transition Coaching

As a Certified Retirement Options Coach, Sarah help individuals focus on the critical aspects of non-financial retirement planning. Is trained in delivering the LifeOptions Profile™ which assesses retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development. 

Sarah’s insights and experience of retirement  coaching has recently been featured in the Daily Mail, SAGA and Woman & HomeRead more about Sarah.

Coaching with a Certified Non-Financial Retirement Coach enables you to:

  • Develop a clearer definition of your desired retirement lifestyle
  • Review your areas of focus and strength as identified in your LifeOptions Profile report
  • Brainstorm options and ideas
  • Identify strategies to address any challenges
  • Provide guidance as you create and implement a realistic and fulfilling plan
  • Help identify and shift perspective to a more empowering viewpoint
  • Map out practical next steps with a personalized Retirement Action Plan summarizing the discussion and key insights

Sarah’s online resources are extremely useful, and one can spend as much or as little time as necessary exploring them all.

What really stands out for me though, is the 90-minute online  coaching session with Sarah.  I came away feeling optimistic (and I dare to say excited, even) at the prospect of retirement which, previously, had felt like a terrifying leap into an unknown void.

Sarah is a great listener and I felt valued and understood.  Much more than that though, she gave me many inspiring ideas that are practical and achievable.  Thank you, Sarah!

University Lecturer

I was really struggling with my looming retirement, and had been putting off making any plans or decisions for quite some time. I contacted Sarah to help me come up with structure and strategy to get started.

As I went through the coaching journey, I began to feel more positive and hopeful. I quickly recognised I’d been dragging my heels about leaving work due to fear and lack of clarity about what I really wanted.

Since working with Sarah, I’ve gained more confidence in taking action to achieve my goals and am feeling more excited about some of the plans I’ve put in place over the coming months.

Former Headteacher

LifeOptions Profile™ 

An assessment can show where you are well prepared for one thing while not being quite so ready for something else to happen.

The LifeOptions Profile™ is an online assessment which assesses your retirement readiness across 20 lifestyle and attitudinal dimensions in six life arenas: Career and Work, Health and Wellness, Finance and Insurance, Family and Relationships, Leisure and Social, and Personal Development.

Upon completion of The LifeOptions Profile™, you receive a unique report which indicates areas of preparedness (as compared to others who have taken the assessment) and identifies gaps, providing personal and practical insights on transitioning from your current lifestyle to your new retirement lifestyle.

All 1:1 Retirement Coaching clients will receive a LifeOptions Profile™ and report, alongside the Retirement with Purpose Toolkit.

Retirement Coaching Options

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