Curated Personal Retirement Coaching - Six (90 min) sessions
C. Kelly Ottman, PhD
One-to-One Retirement Coaching
Bespoke, confidential coaching for the transition beyond your professional identity.
Bespoke, confidential coaching for the transition beyond your professional identity.
Most executives and professionals prepare financially for retirement. Far fewer prepare for what comes next.
Retirement is not simply a financial event, it is a profound life transition. It marks a shift away from title, role, structure, and identity. Yet, my retirement research shows that only 25% of individuals actively prepare for this transition, despite its lasting impact.
In fact, many people spend more time planning their first vacation after retirement than they do planning the life that follows.
So what happens after the vacation ends?
Through personalized, one-to-one coaching, we explore the questions that are rarely asked—but deeply felt:
Through personalized, one-to-one coaching, we explore the questions that are rarely asked—but deeply felt:
- When and how should you share your plans?
- How will you introduce yourself without your title?
- What will success look like in this next chapter?
- How will you remain relevant, engaged, and fulfilled?
- What will you lose—and what might you gain?
- What are practical steps do you need to take to ease the transition?
- What new skills, roles, or identities will you need to develop?
- Will you pursue board work or other meaningful contributions?
- How will this transition impact your family and relationships?
- What do you not want to regret in this next chapters of your life?
- What haven’t you yet considered?
Each engagement is fully customized, grounded in research, and supported by curated resources. Coaching is delivered with a balance of experience, expertise, evidence, and empathy.
Because the most important part of retirement…
is not what you’re leaving behind— but what you’re moving toward.
is not what you’re leaving behind— but what you’re moving toward.
Contact me for a complimentary consultation and to explore coaching packages at KellyOttman@LeadershipPortals.com or click Contact Me above.
Frequently Asked Questions
Is this better for people retired or approaching retirement?
BOTH
PRE Retirement - Planning 1-3 years before retirement is valuable. Coaching helps you prepare professionally with succession planning and personally with life beyond the title.
IN retirement - Coaching at any stage in retirement is valuable. Research shows that life fulfillment drops with retirement, yet this is a time we should feel most fulfilled. Coaching can help with this major life transition.
PRE Retirement - Planning 1-3 years before retirement is valuable. Coaching helps you prepare professionally with succession planning and personally with life beyond the title.
IN retirement - Coaching at any stage in retirement is valuable. Research shows that life fulfillment drops with retirement, yet this is a time we should feel most fulfilled. Coaching can help with this major life transition.
Does the coaching occur in a virtual or face-to-face format?
Both virtual and face-to-face formats are available. I live in Milwaukee, Wisconsin in the United States and work globally. Format is dictated by your location and desire.
How often are sessions scheduled?
Sessions are schedule to meet your needs and time frame. At the end of each session, we will set the next sessions together. We can also set sessions in advance.
How long is each session?
90 minutes is an ideal time to move beyond the surface to address your core needs. Modifications can be made in advance to meet your needs, as well as the needs based on the topics discussed.
Why 6 weeks?
Six weeks sets a firm foundation for retirement coaching. That said, given your needs and desires to go deeper or to explore additional topics, extensions can occur.
Price
$3,600
This package includes
One-to-One Confidential Retirement Coaching
Each engagement is fully customized, grounded in research, and supported by curated resources and selected assessments. Coaching is delivered with a balance of experience, expertise, evidence, and empathy.
Sessions most often last 90 minutes.
Each engagement is fully customized, grounded in research, and supported by curated resources and selected assessments. Coaching is delivered with a balance of experience, expertise, evidence, and empathy.
Sessions most often last 90 minutes.
Contact me for a complimentary consultation KellyOttman@LeadershipPortals.com
Discounts available for educators.
Certified Professional Retirement Coach (CPRC)
Discounts available for educators.
Certified Professional Retirement Coach (CPRC)