You have a trusted Financial Planner. You’ve watched your 401ks and IRAs compound and multiply over the years. You have planned well for your financial future. But what are you going to do with your time? This is where I come in! I am a certified Retirement Coach and my job is to work with you to help you explore the possibilities and put together a plan for the non-financial aspects of your retirement.
What if you could thoughtfully and intentionally design the rest of your life?
Do you want to travel the world βοΈ, learn a new language π«π·, serve on a corporate board, become a wine expert π·, start a new business π‘, take up boxing π₯ or become a mentor? Absolutely anything is possible. Let yourself dream βοΈ. What lights you up and makes you feel alive β¨?
This is not your parentsβ retirement. You are not interested in a life of Mai Tais πΉ, early bird specials and shuffleboard. You are not interested in having the same, daily, boring routine. You want to keep learning. You want to keep meeting new people. You want to keep having new experiences. You may wish to embark on an entirely new venture!
Transitions can be difficult, particularly when your identity and purpose have been tied to your career. Who are you now? Which parts of your work identity do you want to make sure you keep? How can you do that?
Itβs actually quite challenging to untether yourself from email π§ and text messages and the hustle of work life and culture. It’s likely you haven’t had time to plan anything regarding your new life. There is sometimes an unease when you wake up and there is no schedule for the day. Or your schedule is filling with things that you really don’t want to be doing. Let’s plan how YOU want to spend your time.
My name is Cara Gray (she/her). I have over 20 years of experience supporting C-Suite, Fortune 500 executives π¨π»βπΌ and now bring that experience, plus that of owning my own business, consulting and startup experience to the table.
I am a Certified Professional Retirement Coach through the Retirement Coaches Association. The certification gave me a foundation, but I don’t stop there. I continuously add ideas from the latest research and solutions-based elements to my practice. I am also a CEPATM (Certified Exit Planning Advisor).
Witnessing my father’s untimely retirement (he was even featured in New York Times Magazine, When Wal-mart Comes to Town), I have experienced firsthand how difficult this transition can be. I don’t want that for my clients or anyone!
I am dedicated to helping my clients plan and execute a smooth transition into their next chapter. I don’t look at retirement as slowing down. I look at it as an opportunity to explore new experiences!
Marilu Ropp
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Lorinda Needles
October 4, 2024Outstanding, superb effort
Ed Frez
November 4, 2024Hello,
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