Ready to confidently embrace your next chapter?

Let’s Craft Your

Retirement Playbook

Together

Stepping out of the batter’s box

Most of your life has been spent standing in the batter’s box- swinging at every pitch your job/career has thrown you … Now it’s time to step out of that box, with confidence, and begin a new game at your own pace and with your own rules.

With Mike as your coach, you can design a unique playbook that allows you to pursue what truly fulfills you, live with intention, and build a future that provides lasting peace of mind

Wait, are we just talking about the money I have (or haven’t) saved for retirement? No, this is not just about finances; your retirement playbook is a holistic plan encompassing your goals, lifestyle, and aspirations for retirement.

Huddle Up:

Here’s the Game Plan..

Step 1: Explore what kind of Lifestyle you want to have in retirement

Step 2: Develop Personalized Financial Goals

Step 3: Address your Physical Health: Maintaining it, along with preparing for Health Care and Long-Term Care Considerations

Step 4: Cultivate ways to receive Social and Emotional support

Step 5: Create a Plan for Your Legacy - What do you want to leave behind?

Having an expert coach means you’re not playing alone—you have someone to ask the right questions, name what matters, and keep you moving with purpose.

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Game Plans

Individual / Family Planning

$100 (per session)

$300 (unlimited sessions)

Max 2 hours / per session

It's never too early or too late to start crafting your playbook!

Workshops/ Seminars

$150 (per hour)

Book multiple sessions + Save 50%

Schedule for your employees, break out session at your conference, or just a gathering of friends

Learn more

Schedule a Free Discovery Call

Your future self will thank you!