Personalized Transition Planning to Meet You Wherever You Are on Your Retirement Journey

The Future of You provides custom, personalized retirement transition planning solutions. Whether you are looking for an independant self-paced option, an interactive and collaborative experience, or individualized 1:1 coaching with an experienced professional, we have a solution for you.


Find your ideal retirement journey on your own schedule. Our self-paced course is built for pre and post-retirees who prefer to work independently​.


Participate with other pre and post-retirees in our interactive, 6-session workshop. Rebalance your life portfolio and map out what you want to explore.

1:1 Coaching

Meet 1:1 with an experienced retirement coach. We'll learn your background and goals so we can help you discover your personal path to fulfillment in retirement.

Self-Paced Course

Our self-paced course will allow you to explore your future on your own. 

Online Discussion

Find the retirement path that suits you with our interactive and collaborative workshop. 


If you want 1:1 coaching, our professional coaches will work with you to develop a plan that's right for you.