Retirement Evolution Coaching


Explore Options      Create Possibilities  Design a New Future 

Your first step is a free 45 minute Retirement Evolution consult to see if we are a good fit to work together and which of my services is best suited to support you to reach your goals.

Option 1

You:  You’re curious about how your non-financial retirement expectations and preparations match the reality of the retirement you have planned or are currently living; you’re wondering how your experience compares to your cohorts; you want a proven planning tool.

Retirement Success Profile:

A comprehensive questionnaire that covers 15 separate factors that people who have meaningful and purposeful retirements face and deal with directly.






      • You complete the Retirement Success Profile questionnaire in the comfort of your home;
      • Two follow up one hour Conscious Retirement coaching sessions with Susan within the month.


      • You will have an inventory of your strengths and a much clearer awareness of those areas of your life that may require additional energy and concentrated focus for you to realistically have a vital, meaningful and purposeful next stage of your life.
      • You will have more clarity on what matters most to you.
      • You will leave with a personal manifesto to guide you.

      $350 individual

      $575 couple

      Follow-up can be discussed at the completion of your sessions.

      Option 2

      You:  You’re deeply committed to creating the life you want and are willing to challenge yourself; you’re ready to experiment and explore options; you’re good at implementing suggestions; you’re available for new perspectives; and you are excited to start and are ready to dive right in!

      Conscious Retirement by Design Six Week Program


      A comprehensive in-depth program designed to support women and men to take full advantage of the transformational potential available to them during the major life transition of retirement.



      • The Retirement Success questionnaire as described above;
      • Four one hour phone coaching sessions;
      • Two 30 minute phone consultations;
      • Two 15 minute check in calls at the request of the client;
      • Bonus supportive exercises, audios and videos.


      • An enhanced understanding of the complexity, nuances and challenges of the retirement transition;
      • Increased self awareness and self compassion; awareness of strengths and areas of self sabotage with practical tools to use to support growth, flexibility and joy; clarity about next steps and confidence to take those steps;
      • A values informed plan of action;
      • Improved peace of mind with increased body/mind/spirit alignment;
      • A personal manifesto which will act as your compass and north star;
      • Personal practices that you can use to support your well-being for the rest of your life.



      Follow-up can be discussed at the completion of your program.

      Payment plan options will be discussed in the initial Retirement Evolution consultation.