Deliver Better Retirement Outcomes.

Retirement Success is About More Than Numbers.

In fact, 93% of the factors that determine retirement readiness have nothing to do with money. Start your team on a journey towards a fulfilling, purpose-driven post-work life. Help them move beyond the numbers and into a life of clarity, confidence, and purpose. Because financial security is just one piece of the puzzle. We help them complete the picture.

We Believe Traditional Retirement Planning is Incomplete.

Your Employees Deserve More Than a Financial Plan—They Deserve a Life Plan.

Traditional benefits focus on the wrong question: “Do I have enough to retire?”
But the real question is: “What am I retiring to?” Without a clear vision for life after work, employees face uncertainty, stress, and even depression—leading to disengagement, lost productivity, and the risk of premature retirement.
Let’s change that.

Retirement Reality: The Numbers Don’t Tell the Whole Story

Retirement ranks among the top 10 most stressful life events. Yes, really. For too long, we’ve been focusing on the finances and missing the bigger picture—how to design a fulfilling life after work. Work provides more than just a paycheck, so why should retirement planning focus only on income replacement? In fact, the #1 reason employees “un-retire” isn’t for money—it’s for personal fulfillment.

We know your employees need more.

And we’re here to help you provide a solution that goes beyond financial readiness.

The Real Retirement Gap.

Are Your Employees Emotionally Prepared for Life After Work?
Financial Stability Isn’t Enough

Prevent “Retiring in Place”

Help your employees plan for a life beyond the paycheck. When they’re truly ready to retire, they’ll leave with confidence—not uncertainty.

Reduce Retirement-Related Stress

Retirement ranks as one of the most stressful life transitions. Our program reduces that stress by helping employees develop a clear roadmap for what comes next.

Avoid Premature Retirements

Keep your most valuable talent engaged until they are genuinely ready to retire, preventing the premature loss of critical expertise.

Retain and Transfer Knowledge

Prepare for seamless transitions by ensuring your employees share their knowledge and experience with the next generation before they retire.

How it Works: The RetireMAP Process.

Simple. Proven. Life-Changing.

The RetireMAP Process is built by an expert with over 20 years of experience in pension, investment, psychology, and coaching. It’s grounded in research and focused on one goal: ensuring your employees are emotionally and mentally prepared for a fulfilling post-career life.

Mindset, Authenticity, Purpose: The Three Pillars of Our Program

Our program guides employees through a simple yet transformative journey:

  • Mindset: Cultivate the right mindset to navigate the emotional challenges of retirement.
  • Authentic Self: Rediscover their passions, values, and interests as they redefine their post-career identity.
  • Purpose: Guide them to find purpose and meaning beyond work, so they can move forward with clarity and confidence.

Our Services Tailored to Your Workforce.

Programs that Inspire, Engage and Transform. Because Retirement Isn’t One-Size Fits All

Presentation

A one-hour, fully customized session that introduces your workforce to the RetireMAP framework, tailored to your company, and your employees’ unique needs.

Online Course

A step-by-step program with on-demand video lessons, interactive assessments, and practical tools employees can access anytime, anywhere.

Retirement Guide

A comprehensive workbook that employees can use to create their personalized retirement lifestyle plan at their own pace.

Individual Coaching

One-on-one sessions with experienced retirement experts to help employees design a life plan that aligns with their financial retirement goals.

Custom Presentation.

Preparing for Life After Work—Retirement Planning Beyond the Numbers

“Preparing for Life After Work: Retirement Planning Beyond the Numbers” is an immersive, one-hour session designed to meet the unique needs of your workforce. Available both in-person* and virtually, this interactive presentation moves beyond traditional financial planning to tackle the emotional and lifestyle shifts your employees will face in retirement.

More than just numbers, this is about helping your team design the life they want to live after work.

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What to Expect: Real Insights. Real Impact.

This session is built around the real-world experiences of employees just like yours. We incorporate realistic case studies and personas that reflect your workforce, making the content directly relevant, relatable, and actionable. Participants will confront the big questions that too often go unaddressed:

  • What will give my life meaning when I’m no longer working full-time?
  • How will I structure my days and replace the routine my career provided?
  • Who will I become when my job title no longer defines me?

These are not just questions—they are the key to building a fulfilling, purpose-driven retirement.

 

Key Takeaways for Your Employees

By the end of this session, your employees will have a clear understanding of how to apply the 3-Step RetireMAP framework to their own lives:

  • Create a Positive Vision for Retirement: Develop a clear, inspiring picture of their ideal post-work life.
  • Leverage Their Strengths and Values: Discover how to use their unique strengths, values, and interests to find meaning in retirement.
  • Plan Their Time with Purpose: Learn how to structure their days in ways that bring fulfillment, purpose, and joy.

 

Tailored to Your Workforce. Built for Impact.

Every presentation is customized to reflect the unique makeup of your team. From the challenges they face to the goals they hope to achieve, our case studies and personas are tailored to mirror your employees’ experiences. This personalized approach ensures that each participant sees themselves in the scenarios, making the concepts not just relatable but deeply actionable.

Our session doesn’t just complement your existing retirement programs—it transforms them. By integrating the RetireMAP framework, we create a seamless, comprehensive solution that ensures your employees are prepared for life after work—emotionally, mentally, and purposefully.

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Ready to Help Your Team Plan for What Comes Next?

Click here to schedule your custom session today.

The Curated Retirement Online Course.

Empower Your Employees to Design a Fulfilling Post-Career Life

Retirement isn’t just about finances. It’s about designing a life filled with purpose and passion beyond the workplace. The Curated Retirement Online Course offers your employees a flexible, self-paced journey to plan for their future with confidence. This innovative course focuses on the often-overlooked non-financial aspects of retirement—helping your team craft a meaningful, purpose-driven life after work.

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Course Overview: A Personalized, Transformative Experience

Built around the proven RetireMAP framework, this step-by-step program is designed to guide your employees through every aspect of retirement planning—far beyond money. From redefining life goals to structuring their days with purpose, this course gives employees the tools to ensure a seamless, fulfilling transition into their next chapter.

 

Key Features: Empowering Employees Every Step of the Way

  • On-Demand Video Lessons: Accessible anytime, anywhere, these lessons walk employees through every stage of retirement life planning—at their own pace.
  • Interactive Assessments: Help participants define their goals, values, and priorities as they approach retirement, making the process deeply personal.
  • Customizable Worksheets & Tools: Practical exercises that allow employees to map out their ideal retirement, based on their unique interests and needs.

 

How This Course Transforms Your Workforce—and Your Business

Offering a holistic retirement planning course doesn’t just benefit your employees—it’s a strategic advantage for your business. Here’s how:

  • Prevent Disengagement: Employees approaching retirement often feel uncertain, which can lead to disengagement or premature departure. The Curated Retirement Course prepares them emotionally, keeping them focused, engaged, and motivated.
  • Boost Well-Being & Productivity: Mentally preparing employees for retirement reduces stress—a key factor that can negatively impact productivity. When employees feel prepared, they bring their best selves to work, right up until their final day.
  • Foster Loyalty & Retention: When employees know you’re invested in their life beyond the office, it creates loyalty. They feel seen and valued as whole individuals, not just workers—building long-term trust and commitment to your organization.

 

Tailored for Your Workforce. Designed to Integrate Seamlessly.

The Curated Retirement Online Course is easily integrated into your existing benefits or wellness programs. No two organizations are alike, and neither are their employees. That’s why we offer customization options to reflect your workforce’s unique needs. We can incorporate industry-specific case studies and personas, making the content directly relatable and impactful for your team.

Ready to Empower Your Workforce for the Next Chapter?

Contact us today to explore how the Curated Retirement Online Course can elevate your benefits and help your team plan for a fulfilling life beyond the workplace.

The Curated Retirement Guide.

A Self-Guided Tool to Empower Your Employees for Life Beyond Work

Help your employees prepare for a fulfilling and purpose-driven life after their careers with The Curated Retirement Guide—a personalized, self-paced tool designed to complement your existing retirement benefits.

This flexible resource empowers your team to design their ideal post-career life at their own pace, offering actionable insights and engaging exercises that ensure a confident and seamless transition into retirement. It’s the perfect addition to your group retirement plan, providing essential non-financial tools that go beyond the numbers.

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Guide Overview: Designed to Inspire and Equip for the Future

The Curated Retirement Guide takes employees through a series of step-by-step exercises, helping them define their vision for retirement, set meaningful goals, and plan for a fulfilling lifestyle beyond work. Each section is designed to make the journey more personal, actionable, and achievable—whether they are nearing retirement or just beginning to plan for it.

 

Key Features: Practical Tools for Real-World Impact

  • Customizable Worksheets & Tools: Interactive exercises that help employees create a personalized roadmap based on their unique needs, dreams, and values.
  • Self-Paced Flexibility: Employees can use the guide at their own convenience, making it ideal for today’s flexible working environments.
  • Actionable Insights: Practical tips and strategies that go beyond financial planning, addressing key elements like life purpose, time management, and well-being in retirement.

 

Tailored for Your Workforce. Built for Personalization.

The Curated Retirement Guide is fully customizable, allowing you to tailor the content to fit the specific needs of your workforce. Whether you want to incorporate your company’s branding or adjust the exercises to include industry-relevant case studies and personas, this guide will resonate with your employees and align with your organization’s culture.

 

How to Integrate the Curated Retirement Guide

This guide is designed to fit seamlessly into your existing employee benefits package or wellness programs. Whether you offer it as a stand-alone resource or pair it with your group retirement plan, your employees will see the value in this essential tool as part of their benefits package.

Ready to Empower Your Employees with the Tools for a Purposeful Retirement?

Contact us today to learn more about integrating The Curated Retirement Guide into your benefits program.

Individual Coaching.

Personalized Guidance for a Purposeful Retirement

Empower Your Employees to Build a Life of Fulfillment Beyond Work

Retirement is deeply personal. It’s not a one-size-fits all journey. That’s why Individual Coaching is the ultimate tool to help your employees design their future with clarity, confidence, and purpose. Through personalized one-on-one sessions with our expert retirement coaches, your employees will receive custom-tailored guidance to meet their unique goals, challenges, and dreams.

This isn’t just about retirement planning—it’s about creating a life they can’t wait to live.

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What to Expect: A Roadmap for a Seamless Transition

Every coaching session is built around the proven RetireMAP framework and is customized to your employee’s individual journey. Whether they’re looking to redefine their identity post-career, discover new passions, or build a fulfilling daily routine, our coaches will guide them step by step.

From vision to action, we help them create a personalized roadmap for their next chapter.

Key Benefits of Individual Coaching: Empowerment, Clarity and Purpose

  • Personalized Life Planning: Employees receive one-on-one support to design a personalized retirement roadmap based on their specific goals, values, and life circumstances.
  • Expert Guidance: Our coaches bring decades of experience in retirement, psychology, and life coaching, providing each employee with expert insights and practical strategies to help them thrive.
  • Emotional Preparedness: Retirement isn’t just about finances – it’s about emotional well-being. Our coaching sessions empower employees to navigate the psychological and emotional shifts of leaving the workforce, helping them build confidence and resilience.

Transform Retirements—and Your Business—Through One-on-One Coaching

When employees feel prepared, engaged, and supported, it doesn’t just benefit them—it strengthens your organization.

Here’s how one-on-one coaching creates measurable impact:

  • Reduce Premature Retirements: By helping employees plan their future with clarity and confidence, you keep valuable talent engaged for longer—preventing premature departures.
  • Boost Productivity: When employees have a clear vision for retirement, they experience less stress and uncertainty, allowing them to stay focused and productive during their final years at work.
  • Strengthen Loyalty: Personalized coaching shows employees that your organization values them as individuals, not just workers. This fosters deep loyalty, engagement, and long-term satisfaction.

 

Tailored Coaching for Every Employee

Our coaching sessions are entirely customized to meet the unique needs of your workforce. Whether employees are just beginning to plan their retirement or nearing the transition, each session delivers actionable, personalized insights that empower them to step into retirement with purpose and confidence.

 

Offer Personalized Guidance as a Core Part of Your Employee Experience

Individual Coaching can be effortlessly integrated into your existing employee benefits or offered as a stand-alone service. Whether it’s part of a comprehensive retirement package or an exclusive offering for key employees, our personalized coaching adds unmatched value to your benefits program and demonstrates your commitment to your employees’ well-being beyond their career.

Ready to Transform Retirements with One-on-One Coaching?

Contact us today to learn how individual coaching sessions can help your employees create a fulfilling, purpose-driven life after work.

Ready to Empower Your Workforce?

Schedule a Consultation

Let’s discuss how The Curated Retirement can tailor a retirement program to your company’s needs.

Download Our Brochure

Get detailed information about our retirement coaching services and how they can benefit your employees.

Experience Our Online Course

Try a free trial or request a personalized demo. You can also access an exclusive preview of one of our most impactful modules.