Active Life Planning Services

One of life's most important transitions occurs when exiting the corporate world. People are no longer embracing traditional retirement; they want or need new forms of “work”. Our Active Life Planning services lead people through the transition from traditional corporate life to the next phase. People identify areas of passion and purpose, and explore the possibility of developing new streams of income through consulting, entrepreneurial pursuits or career changes. The process begins with a comprehensive self-assessment. Following the assessment process, we tailor a program to address the challenges one encounters when facing this shift in identity. We guide people through the changes that affect almost every facet of their lives and guide them to find passion and purpose by exploring the possibility of a portfolio of pursuits, which might include consulting, not-for-profit opportunities and commercializing creative endeavors.

Our Active Life Planning services also address companies’ needs to retain intellectual capital and retain talent by implementing effective succession plans.  Our flexible design fits people who:

• Are effected by a succession planning effort
• Are considering an early retirement package
• Are planning their retirement
• Are impacted by downsizing