The Retirement Coaching Process

Retirement Coaching Process

What is the Retirement Coaching Process?

To many, coaching may seem out of place for retirement. How hard can it be? And don’t coaches just tell you things you could read in a book anyway? These are common misconceptions about retirement coaching, so let’s examine exactly what the retirement coaching process is and what you will get out of it.

It’s important to understand that the coaching process is ultimately a guided conversation between a coach and client. The coach guides the client by relying upon his or her training and experience to ask the right discovery questions to uncover areas of concern, uncertainty, and doubt. Some of these will be obvious — what will I do with my time? or how will I build a meaningful life in retirement? — but most will lie a bit deeper and only surface through this guided exploration facilitated by an experienced — and certified — professional.

It’s also important to know that the discussions are based upon a research-driven assessment that you will take to begin your retirement coaching process. This assessment was developed over many years of research and helps determine your overall readiness for retirement in six key areas:

  • Career and Work
  • Health and Wellness
  • Finance and Insurance
  • Family and Relationships
  • Leisure and Social
  • Personal Development

From the assessment and these guided conversations, we will develop action plans to address your unique retirement concerns. Everyone’s action plan will be different, just as everyone’s concerns about retirement will be different. What will remain the same is our commitment to develop an action plan that is right for you and that will help you create the most meaningful retirement lifestyle possible.

Still not sure if this is right for you? We offer free initial consultations, so please reach out and let’s talk. From that, you can determine if it’s a good fit for you. If you’re ready to jump in and start defining your ideal retirement lifestyle, please take a look at our packages below.

Coaching Packages Available

Retirement Foundation Package


Explore what retirement means as you adapt to a new lifestyle and redefine your priorities. In this introductory coaching session, we’ll review your assessment results. We’ll focus on the areas where you feel stuck and determine where you should best direct your time and energy as you create your own retirement plan.

Package Includes:

  • Online Retirement Assessment
  • Interpretive Report for the assessment (Sent by email)
  • E-Book: “What Color Is Your Retirement,” by Richard P Johnson, Ph.D.
  • 1-Hour retirement coaching session by phone

Retirement by Design Package


Expand your awareness of what retirement will mean for you. Begin with an introductory session to review your assessment results and evaluate your retirement readiness. Additional discussions follow about what’s important to consider when designing your retirement lifestyle. Prepare for our calls by completing “homework” assignments to help direct your thoughts. Together, we’ll explore ideas and collaborate on creating a retirement plan that’s uniquely yours.

All of the Retirement Foundations Package, plus:

  • Email and text message support as you design your retirement
  • Four 1-Hour coaching sessions by phone spread over 90 days
  • Retirement Style Plan created specifically for you, your needs, and your priorities

Meet Deborah from Retirement Style.

Retired by design and discovering more about her personal “what’s next” every day. Coach, writer, speaker, re-imagineer and very curious about life transitions. Her goal is for women to feel supported and be successful in their mid life transition.
Read more about Deborah and Retirement Style here!

Discover Your Personal Retirement Style &  See If You’re Ready to Embrace Change…

What Others Have to Say
  • “My retirement coaching with Deborah really helped me prioritize what I needed to focus on prior to and after my retirement.  It was well worth the time and money well spent in order to devise a plan to prepare for the process of retiring. As a result of my coaching sessions with Deborah I had a well thought out transition for my retirement and made the reality of that final day of work a little easier to accept. Thank you Deborah!”

    Retirement Style Client
  • “Deborah Williams is uniquely qualified to demonstrate leadership and guidance in a profoundly impactful way.  During my membership in the “Women in Transition” group, Deborah skillfully led us to think anew by utilizing a new awareness of creativity.  My generation of women is looking into an unknown future.  We are pioneering our way to a new ‘retirement’ where no one has gone before us.  Deborah helped me see a future of grand possibilities.”

    Women in Transition Group Member
  • "Deborah Williams is an inspiring, well-organized leader. I met with her Women in Transition group several times and the topics were relevant, and the discussions fun and stimulating. Deborah had done her research and offered both handouts and resource lists for individual follow-up."

    Women in Transition Group Member
  • "The women’s group Deborah began in Seattle was very helpful and comforting as I realized I was not the only person with all these life-changing questions.  It showed me that all of us on the threshold of retirement have the same questions and fears. Deborah is the person who can help calm the fears so you can find answers.  Good luck on your journey.  You will enjoy your time working with Deborah and look back on the hours with fondness.”

    Retirement Style client and Women In Transition Group Member
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