Retirement Transition Coaching - Follow Up Session

A 60 minute, non-financial check-in to create momentum and accountability after your intro session.

Purpose

• Review what you tried, what worked, and what got stuck
• Refine priorities for the next 4–6 weeks
• Remove blockers and calibrate routines/experiments

What we’ll do

1. Quick pulse (10 mins): Energy, mood, wins, setbacks
2. Experiment review (20 mins): Keep / Kill / Iterate on actions you tested
3. Deep dive (20 mins): One focus area—identity & values, time use, relationships/community, health routines, or contribution project
4. Plan reset (10–15 mins): Two quick wins + one concrete experiment with success markers and a check-in date

You’ll leave with

• Next Steps
• Accountability cues (who/when/how you’ll track)
• Resources/places to reach out (people, platforms, communities)