Retirement Coaching Services Provided

Through work with senior leaders and professionals, a critical need emerged—support for what comes after the executive role.  My groundbreaking research with executives reveals that retirement is not simply a transition out of work, but a profound shift in identity, purpose, and meaning.  Based on coaching experience and research I found it is marked by unexpected loss, with opportunities to shift skills and talents, while picking up new skills to create meaning and joy.  

My portal work focuses to helping leaders navigate:

• Preparation and succession planning for self and organization
• Transition beyond title 
• Redefining success through reinventing retirement
• Designing a purposeful and meaningful next chapter

One‑to‑One Retirement Coaching

Bespoke, custom‑tailored coaching designed to address the non‑financial aspects of the retirement transition.
Most executives and professionals have a financial advisor to prepare for retirement. Retirement coaching focuses on what is rarely planned for or discussed: the transition away from title, role, and professional identity.  My research and experience indicates that most executives and professionals have not actively prepared for this critical portal into life after their role.

Guided coaching conversations explore questions such as:

• When should you share your plans with others?
• How will you introduce yourself?
• What will success look like?
• How will you remain relevant?
• Will you pursue board work or other meaningful engagements?
• What will you lose, gain, and need to learn?
• How will this transition impact your family and friendships?
• How will you avoid regret in this phase of life?
• What have you not yet considered?

Assessments, exercises and proven tools support the process. 

Contact me for a complimentary consultation and to explore coaching packages at KellyOttman@LeadershipPortals.com or click Contact Me above.

Group Retirement Coaching

As an executive and professional, you likely have access to role models, mentors, confidants, coaches, and support systems to help you succeed in your career. But what support exists for transitioning beyond your title?

My research reveals that few executives have meaningful support during their retirement transition:

• Positive role model: 31%
• Mentor: 15%
• Confidant: 26%
• Coach: 14%
• Support group: 20%
• None of the above: 42%

Research participants shared that they did not want to retire like their parents or grandparents. Several—particularly women—described themselves as pioneers, lacking visible role models who had navigated retirement in similar roles.

Group coaching, grounded in evidence and proven tools, addresses these gaps while creating social connections that often continue beyond the formal coaching experience. This is especially important, as loss of friendships emerged as an unexpected challenge in retirement.

Group and one‑to‑one coaching can be integrated to meet individual, family, and organizational needs.

Contact me for more information or to join a waitlist.

Not Ready to Retire? Ready to Plan?

Retirement is one of the most significant life transitions we experience. While most leaders plan financially for years—often across their entire careers—far fewer plan for success beyond their professional role.
You have planned for your career success. Now is the time to plan for a meaningful, fulfilling life beyond it.
Fun fact: over 50% of people plan more for a vacation than for retirement. Invest in planning a life in retirement—one that includes vacations and much more that brings meaning and joy.

Contact me for more information.

EMPLOYEERS 

How well are you preparing your employees for life in their next chapter? How are you capturing legacy, retaining knowledge, and supporting leaders as they transition out?
Organizations that sponsor retirement coaching:

• Provide meaningful transition support as part of employee benefits
• Strengthen employer brand and culture of care
• Improve workforce planning by easing transitions with purpose

Supporting retirement transitions signals that you value leaders at every stage of their journey—and that your culture supports success beyond the workplace.
Invest in your people’s future and strengthen your reputation as an organization that cares about the whole person, not just the role.

Contact me for a complimentary consultation and to explore coaching packages at KellyOttman@LeadershipPortals.com or click Contact Me above.