Retirement Refocus: Find Your Purpose Beyond the Numbers
Rediscover the Meaning in Your Next Chapter
Retirement isn’t just about money — it’s about purpose, connection, and joy. Yet many women enter this season with financial plans but no vision for how they want to live it. That’s why I love Retirement Refocus: a small-group workshop designed to guide you in embracing your
Season of You with clarity, confidence, and heart.
Why It Matters
Research shows that while most retirees feel financially prepared, far fewer feel emotionally or purposefully prepared for retirement. Many struggle with identity shifts, loneliness, or simply not knowing how to fill their days with meaning. Retirement should be a time of growth, fulfillment, and joy — not uncertainty.
Retirement Refocus helps you unapologetically design that vision for yourself.
What to Expect
We keep it intimate and real — workshops are limited to 4–8 people, perfect for a close group of friends or like-minded individuals.
In each session, you’ll:
- Explore your core values and vision for retirement life.
- Share your joys, passions, and priorities.
- Envision what brings you meaning — from how you spend your time to the legacy you want to leave.
- Connect those insights to your financial plan so your money supports what matters most.
This is not about lectures or financial jargon. It’s about community, clarity, and purpose.
How It Works
Working with me means:
Format
Private Group
Where
In-person (Naples, FL) or Virtual
Includes
Guided workbook + fellow reflections
- Ideal Group Size: 4–8 friends
- Length: 2–3 hours
- Takeaway: A clearer vision of your “why” and how it connects with your finances
This workshop blends financial clarity with emotional purpose — because purposeful planning isn’t just smart, it’s deeply satisfying.
Who Should Attend
This experience is a great fit if you:
- Are approaching or in retirement and searching for clarity, not just numbers.
- Want to unlock the next season of joy and intention (solo or with a group of friends).
- Crave connection, support, and a vision that leaves you excited for the days ahead.
Next Steps
Ready to design a retirement that’s about more than money?
- Hosting a workshop with your friends? I’ll help you bring it to life.
- Interested in joining another small-group session? Let’s chat.
Retirement doesn’t need to feel blank, lonely, or uncertain. With the right vision and community, it can become your most vibrant, meaningful season yet.
